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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AI is being used not only to locate prospects, but also to help advisors show their value on the way to signing a new client.
October 30
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Octavio "OJ" Laos is a director at Armanino, leading the charge in the firm's AI Lab. Over the past five years, the AI Lab at Armanino has been at the forefront of AI technology within the accounting sector, delivering solutions ranging from custom chatbot development to predictive analytics.
October 30
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An expert adviser explains the many considerations to take into account before deciding on this as an option for employees.
October 30
Blue Zone Wealth Advisors -
Anderson Lafontant, a certified financial planner, is a managing director at Blue Zone Wealth Advisors, a multifamily office based in Los Angeles.
October 29
