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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A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say human oversight is still essential.
January 12
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Kyle Busch's lawsuit against Pacific Life and his former insurance agent provides a window into potential issues around complexity, suitability and more in indexed universal life policies.
January 12
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Jason Flanders serves as president of professional talent solutions at
Randstad USA , leading operations and strategic initiatives to expand Randstad's footprint, optimize service delivery, and align talent solutions with the market's shifting demands. As an alumnus of Clemson University, he is a noted speaker and commentator on key issues related to finance and accounting, employment trends as well as extensive thought leadership topics related to the broader labor market. He presents on the national and chapter level with leading professional associations, including Financial Executives International, CFO Leadership Council, Institute of Management Accountants, and the FP&A Board.January 12
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Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.
January 12
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Wells Fargo lands big teams from Merrill and Citi, while Cerity Partners and Mercer Advisors continue their aggressive M&A streaks.
January 9
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A new proposal would allow firms to tack three additional months onto the amount of time they can place holds on the accounts of clients 65 and older in cases of suspected financial exploitation.
January 9
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John Griffin, co-founder and CRO of m3ter, has more than a decade of experience in usage-based pricing, having first encountered it at GameSparks (acquired by AWS in 2017) and then spending over three years at AWS learning best practices from its world-class UBP business before leaving to start m3ter.
January 9
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Last January, one of the deadliest and costliest wildfires in modern U.S. History struck, leaving those who survived with hard-won wisdom about how to prepare clients for the next disaster.
January 9
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Plan sponsors show growing interest in private market investments for 401(k) plans, but regulatory uncertainty, fees and litigation risk continue to slow adoption, a Cerulli study found.
January 9
