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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Time savings is generally understood to be among the main advantages of AI note-takers. But advisors who have incorporated them into their practices said the benefits go much deeper.
November 7
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Ali Baydoun, a partner at
UHY , is a leader in the firm's enterprise business services practice, where he delivers advisory, tax and attest services to middle-market clients in various industries. He provides audit and assurance services as well as crisis management services.November 7
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Stocks have been on a historic bull run, but the good times can't last forever. Now's the time to diversify with private equity, credit and other alternatives, say wealth managers at Dynasty, Nuveen and WEG.
November 7
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New tools go beyond simple automation. They're helping advisors deliver more meaningful value in client meetings.
November 6
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Sports are in for the ultrawealthy; paintings, out. Some 20% of 111 billionaire families served by the Wall Street giant now own controlling stakes in sports teams.
November 6
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In a filing with the SEC, Edward Jones announced plans to expand associate ownership by creating a new class of limited partners and a two-tier structure.
November 6
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The Ensemble Practice's annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors but reaping healthy profits.
November 6
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