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.
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Planner Jesse Abercrombie has built a niche of clients whose needs and interactions with the practice are shifting during a time of remote work and new technology.
December 1
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How can ongoing legislation support a more equitable future and retirement — for all Americans?
December 1
Portability Services Network and Retirement Clearinghouse -
An arbitrator ordered the minuscule payment despite taking the wirehouse to task in the ruling.
November 30
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Scott Hanson is a senior partner and founding principal of Allworth Financial. A nationally recognized financial expert, he has been listed as one of the 25 most influential people in the financial services industry nationwide.
Under Scott’s direction, through a combination of both organic expansion and acquisition, Allworth Financial has grown to over $8 billion in assets under administration. Over the past two years, Scott and his business partner have introduced Allworth into over 17 markets, growing the company’s service offerings to now include tax planning, accounting, and estate planning guidance.
November 30
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With over 30 years of financial sector experience, Certified Financial Planner™ Mark Shone is an advisor in Allworth Financial’s Walnut Creek office.
Mark has a degree in Finance from California State University, Sacramento, and has completed the certificate in taxation from UCLA and financial education courses at the Wharton School.
A sought-after speaker at financial education conferences, in his free time, Mark enjoys golf and plays the drums in a Bay Area band. As for his advisory philosophy, he said: “Helping people reach their financial goals is something I take very seriously, and I make it my mission to provide clients with the same level of advice and care that I would give to a member of my own family.”
November 30
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Simon Hoyle is an independent financial advisor recruiter He helps advisors' practices and clients maximize their net. He is responsible for consulting with financial advisors with a broad range of focuses, bringing them to a better place while revealing unknown broker dealer and RIA benefits in the marketplace. Also, Simon provides valuable insight and metrics to buying and selling financial practices, including the why and how of remote client opportunities.
November 30
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After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.
November 30
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Now is a perfect time to consider their sensitivity and, if necessary, to protect against extended bouts of high inflation.
November 30
AllianceBernstein -
Beata Kirr is the co-head of Investment Strategies for Bernstein Private Wealth Management, and a member of the Private Wealth Executive Leadership Team. In this role, Beata co-oversees the development and evolution of clients’ strategic allocation advice and Bernstein’s investment platform, ensuring innovation and customization meet the diverse and evolving needs of clients.
November 29
