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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Researchers link personality traits to financial outcomes and behaviors, offering insight into how clients think about money.
October 14
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Brian Wallheimer is editor-in-chief of
Financial Planning , where he leads a team of journalists covering the wealth management industry. His coverage areas focus on practice management, client service and industry trends, providing actionable intelligence that helps financial advisors grow their practices and better serve clients.Under his leadership, Financial Planning has been recognized with multiple industry accolades for excellence in journalism, including Jesse H. Neal, ASBPE, SABEW Best in Business and Folio's Eddie awards. The team's award-winning coverage has included reporting on industry conflicts of interest, diversity initiatives, government policy, evolving advisor models and an in-depth series on
how to start an RIA .Brian served as managing editor before being appointed editor-in-chief in 2022. He previously covered the Illinois General Assembly and governor for the St. Louis Post-Dispatch while earning his master's degree, and his career has included reporting and editing roles in Massachusetts, Connecticut and Indiana, where he covered government, higher education and some of the largest casinos in the world. He also worked as a science writer at Purdue University's College of Agriculture, developing stories about research and placing expert sources in coverage by The New York Times, NPR, the Chicago Tribune and other national, regional and local outlets.
Born and raised just outside St. Louis, Brian is a die-hard Cardinals fan. An Eagle Scout and avid hiker, he can sometimes convince at least one of his three children to join him on the trail.
October 14
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Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement.
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With top employees at a premium, winning the talent war means making earned media coverage a steady part of your company’s culture and employee engagement strategy.
October 14
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In a conversation with Onramp Invest CEO Tyrone Ross at the Bitcoin for Advisors conference, Kitces explains his skepticism towards the asset class.
October 13
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The higher number of brokers in two of the megabank’s largest business segments reeled in higher client assets based on equity values and inflows.
October 13
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Tobias Salinger is Financial Planning's chief correspondent, with nearly a decade of experience covering wealth management, regulation and the business of financial advice. He specializes in investigations and enterprise reporting on advisory firm strategy, regulation, conflicts of interest, and diversity and equality across the industry.
Tobias has been recognized for his investigations and original reporting on the conflicts of interest that affect wealth management firms, as well as systemic racism in finance, winning more than a dozen honors, including the Jesse H. Neal, Azbees, SABEW Best in Business and Folio Eddie awards.
His award-winning coverage includes:
Building Black Wealth in St. Louis The wealth management industry's $1T conflict of interest A black eye for FINRA? Brokers with checkered histories cast doubt on enforcement efforts Access denied: Systemic racism in financial services From sealed transcripts, the inside saga of LPL Financial's largest termination ever
Before Financial Planning, Tobias reported for the New York Daily News, Commercial Observer and City Limits. He holds a master's degree from the Craig Newmark Graduate School of Journalism at the City University of New York (2013) and is an alumnus of the Fellowship at Auschwitz for the Study of Professional Ethics, an international program focused on how the lessons of history inform professional ethics today in journalism and many other fields.
Born and raised in Kansas City, Missouri, now based in Chicago, Tobias is an avid softball player, a novice bird watcher and reader of contemporary fiction.
Connect
with Tobias on LinkedIn or reach him at:tobias.salinger@arizent.com .October 13
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It will operate with central staff at the group level coordinating with teams within UBS’s wealth, asset, investment bank and Swiss units.
October 13
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Teresa Carroll is the vice president of PEO (Professional Employer Organization) at Paychex and the president of Oasis, by Paychex HR.
October 13
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Matt Harmon has served as the senior vice president of claims for The MEMIC Group since 2015. In this role, he is responsible for all claim-related activities for MEMIC across 40+ jurisdictions. Matt brings more than 25 years of workers’ compensation claims experience to his position. Matt began his insurance career in 1994 after graduating from the University of Maine with a degree in Business Administration. Active in his community, Matt currently serves on the board of directors for the American Red Cross of Southern Maine and Boots2Roots. He is a 2019 graduate of Maine Development Foundation’s Leadership Maine program, and is a current MBA candidate at the University of Maine.
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