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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Jin Chang is the CEO and Co-founder of
Fieldguide , the leading purpose-built, professional-grade agentic AI platform for audit and advisory firms. A former Big Four practitioner, Jin spent years in the field wrestling with outdated tools and manual workflows - experiences that inspired him to return to the profession as a founder and build the platform he wished he had. Under Jin's leadership, Fieldguide has become the trusted AI partner to nearly half of the top 100 CPA firms, helping firms unlock new capacity, improve quality, and elevate the work of practitioners. Jin's work has been recognized by Accounting Today's Top 100 Most Influential People and CPA Practice Advisor's 20 Under 40 list. Jin speaks regularly on AI, audit innovation, and professional services transformation, bringing a grounded, team-first perspective shaped by his background as a CPA, technologist, and first-generation founder.September 10
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Raymond James has gone from being one of the lowest payers of third-party recruiters to one of the higher. That's helped it get more "swings at the plate" with teams looking to leave rival firms.
September 10
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A significant proportion of people are following financial advice given to them by AI models, and many reported losing $100 or more.
September 10
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College athletes with name, image and likeness contracts present unique opportunities — and responsibilities — for wealth managers.
September 10
Bones Investment Group -
It is easier to double the average client, or average up, than it is to double the number of current-average clients served, or efficiency up.
September 9
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Jack Hooper is the CEO and co-founder of Take Command, a Dallas-based SaaS company that offers health reimbursement arrangement administration. Jack is a founding member of the HRA Council and has served as Chairman of the Board. He is a graduate of the Wharton School of Business and has been featured in The New York Times, BenefitsPro, Dallas Morning News, Bloomberg, and more. His motto? "Health insurance was never meant to be this complicated."
September 9
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Sissi Li is the Senior Data and Analytics Manager of the American Enterprise Institute's Housing Center. Ms. Li works closely with the national mortgage database to translate housing data into unique insights. Her work focuses on mortgage volume and home price trends, as well as mortgage risks.
September 9
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A frequent subject of SEC enforcement complaints and examinations can cause newer firms pain if they don't follow the rules.
September 9
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Matthew R. Lee is the executive director of Inner City Press/Fair Finance Watch.
September 9
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Samantha Russell, chief evangelist of FMG, outlined several strategies to help advisors get noticed during her session Sunday at Future Proof.
September 9
