More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
-
The projected U.S. tax rates give tax professionals an early look at potential adjustments that could affect their 2027 tax planning for their clients.
September 11
-
As advisors rush to build their own AI tools, experts warn that guardrails need to cover data going in, not just data going out.
September 11
-
Chandrashekar (Chandu) Nagarajan, CPA, worked with a Big Four firm before moving into the accounting talent and capacity space. He now works closely with CPA firm leaders across the country on their evolving workforce challenges, including how they approach, build and manage offshore teams.
September 11
-
A deal between XY Planning Network and Wealthtender illustrates how quickly the search landscape is changing and the new ways advisors must adapt to find prospects in an AI era.
September 10
-
-
-
-
-
-
A gathering for LGBTQ advisors and allies the day before LPL's flagship Focus conference drew executives, big-name sponsors and a standing-room crowd. So Marci Bair and other organizers are planning a standalone event next spring.
September 10
