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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In an opinion sought by Morgan Stanley, the Department of Labor finds the firm's deferred compensation "appears to be a bonus program" used to reward loyalty and good behavior and not a retirement benefit.
September 10
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As AI use expands in wealth management, so too does regulatory risk. Experts at Future Proof shared what questions RIAs should ask vendors, along with tips on implementing firm-wide AI guardrails.
September 10
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Travis Willard is chief product and technology officer at the
Institute of Management Accountants , where he leads the organization's global product, technology, and innovation strategy. He joined the IMA as senior vice president of product and innovation, where he led the successful launch of IMA's B2B platform and laid the foundation for the organization's broader digital transformation.September 10
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