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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Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.
June 22
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Scott Weintraub serves as Internal Audit Manager for Mortgage Quality Management and Research with nearly 20 years of experience in the mortgage origination and servicing industries, focusing on legal & regulatory compliance, Internal Audit management and organizational risk management.
June 22
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How to welcome LGBTQ clients, colleagues and friends by using your pronouns
June 21
Family Wealth Management Group -
The multigenerational practice decided it was time to make the move.
June 21
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Each time Edelman made a deal with investors in his advisory firm, he carved out a strategic payout for himself and a profit stake in the new entity.
June 21 -
The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.
June 21
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Laura LaTourette, CFP (she, her, hers), is a Registered Principal for LPL Financial. Laura runs the Family Wealth Management Group, an independent practice in Dahlonega, Georgia.
June 21
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The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.
June 21
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From the high price of gas to the size of his blue plate special, Roger Hewins sees worrying signs — and is prepping clients accordingly.
June 21
Team Hewins -
Roger Hewins is the president and founder of Team Hewins, an independent fee-only advisory firm focused on serving family wealth clients, with locations in California and Florida.
June 21
