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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It could be a “better together” scenario for retiring sellers and under-55 advisors alik
September 2
Signature Wealth Group -
Michael Delehanty is president of the Community Home Lenders Association and chief financial officer of Mountain West Financial, based in Redlands, Calif.
September 2
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Chip Munn is the CEO and a Senior Wealth Advisor at
Signature Wealth Group . He is the author of Leap Before You Look and The Retirement Remix and hosts theMaximum Advisor Podcast andThe Retirement Remix Show . Connect on Twitter@chip_munn .September 2
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The department’s new proposal would restrict when fiduciaries can vote in retirement plans.
September 1
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Tools from Betterment, Vestwell and FiduciaryShield make it easy for planners to become retirement plan advisors, but they need to think twice before jumping in.
September 1
GeoWealth -
Firms had problems related to equities, options and cryptocurrency trading as well as slow websites and mobile apps.
September 1
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Some of the biggest laggards have managed short-term gains of more than 40%.
September 1
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Ryan McMahon has been passionate about tech innovation in the insurance industry since his early professional days. His first exposure to the insurance industry was in claims where he had the opportunity to work with various agents, policyholders and claimants. In his five years with Plymouth Rock Assurance, Ryan worked on a team that was deeply committed to reducing crashes, introducing a telematics-based rewards program to help incentivize safer driving. Ryan brings that same passion and commitment to his work with CMT - leading teams on the development of a platform that leverages AI and telematics to improve driving behavior and dramatically reduce the number of accidents on the road.
September 1
