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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Justin Duke's move from BNY Wealth to Simon Quick Advisors shows how higher fees, rising asset minimums and tighter client constraints are pushing some bank advisors toward RIAs.
September 9
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Financial advisors would be wise to treat "health span" like an investment portfolio to better prepare clients to afford and enjoy longer retirements, a researcher said.
September 9
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The APFC from Sage Financial Solutions represents just one of a handful of coaching certifications that could help planners expand their skills and ability to serve clients with valuable behavioral capabilities.
September 8
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A $5,000 scholarship from Cary Carbonaro and the CFP Board aims to help break financial barriers for women seeking to enter financial planning.
September 8
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Osiris St. Brown entered wealth management with his NFL-player brothers as clients, then found his calling helping college athletes navigate NIL wealth.
September 8
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Brett Kelly is the founder and CEO of
Kelly+Partners (ASX:KPG), a specialist accounting network serving more than 25,000 SME clients across 38 locations in Australia, the United States, Hong Kong, India and Ireland. He has 25 years of commercial and professional accountancy experience, of which he has spent the last 20 leading Kelly+Partners at a 30% average rate of revenue growth per year, and is the best-selling author of four books.September 8
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Erika Echaniz is a Product Manager at Foxit, where she focuses on agreement lifecycle and document workflow experiences that connect work across teams and systems. She holds a B.S. in Labor and Industrial Relations from Cornell University.
September 8
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Smart advisors are using time gifted by AI efficiencies to recruit new clients and boost AUM, not improve their golf game, warns Ric Edelman.
September 8
Digital Assets Council of Financial Professionals -
Advisors share how they navigate the moment when a client's compliments cross the line and the boundaries that keep the business relationship intact.
September 7
