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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Louis Chesney is the Neurodiversity Program Manager at RethinkCare, a RethinkFirst company, where he helps employers strengthen their neurodiversity efforts and create better pathways of support across their workforce.
March 11
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Nearly half of advisors polled said they use the AI tools in their practice. But the experts behind the survey estimated that the number is already much higher.
March 11
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Journey Strategic Wealth President Penny Phillips said advisors who broke off from wirehouses and large brokerages are now returning to big firms. The winners will be partners who can welcome them without compromising their independence.
March 11
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The latest victory in court for Jayne W. Di Vincenzo over Devin J. Garofalo may have finally ended the saga.
March 11
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Since President Trump took office in his second term, the expert panel advising the Department of Labor on ERISA matters has stopped meeting, and officials have not explained why.
March 11
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PE money eviscerates an RIA's client-first culture, leading to advisor burnout and turnover.
March 11
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The 13-person Stonegate Investment Group is joining NewEdge's Pillar Channel, which is for advisors who want to work as direct employees.
March 10
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In a sternly written footnote, federal Judge Steven Merryday said the SEC's refusal to release information on its penalty calculations appears to "countenance duplicity, gamesmanship, neglect, insouciance" or worse.
March 10
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Panelists said advisory firms should take urgent steps to get ahead of regulatory examinations focusing on AI use.
March 10
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There's "no free lunch investing in private assets," the research firm said in its latest study of semiliquid assets — released a week before Blue Owl permanently shut the gate of a closely watched private credit fund.
March 10
