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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Daniel Leal, CFP, CRPC, is a wealth advisor at Carson Wealth in Omaha, Nebraska. Previously, he was a wealth advisor at Merrill Lynch Wealth Management. He serves on the board of El Centro de las Américas, a nonprofit supporting the Hispanic community.
September 23
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The plan is just "phase one" in a broader proposal to allow greater trading with digital assets.
September 23
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JPMorgan credits Sieg for helping to oversee the absorption of First Republic Bank and drive the firm's revenue and net new asset figures higher.
September 23
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New Fidelity research shows a surge in plan sponsors offering financial wellness programs that could overlap with traditional advisor services, raising questions about future roles.
September 23
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The new tax law won't completely eliminate the complicated tax incentives for food on the job, but experts suggest businesses may change up their menus.
September 22
