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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From prep to follow-up, AI is redefining the way advisors engage with clients—and streamline operations.
October 29
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As AI becomes more deeply embedded in wealth management, many firms are deploying both internal chatbots and AI agents—
October 29
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Client documents—wills, tax returns, insurance policies, trusts—are packed with valuable information,
October 29
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Content is still king—but now, AI can help you create it faster, better, and more consistently.
October 29
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Morgan Stanley acquires EquityZen, a private share trading platform, expanding its offerings for fast-growing startups.
October 29
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AI can transform how your firm operates, engages clients, and delivers advice—but all of that progress can unravel if you aren't compliant.
October 29
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AI is redefining what's possible in financial planning and wealth management, empowering advisors to deliver advanced planning services—like tax,
October 29
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A penny-ante approach to allocating digital assets may not be as risk-averse as it sounds.
October 29
Franklin Templeton Investment Solutions -
If someone asks ChatGPT or other AI tools for the best advisor in your city, would it mention you?
October 29
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Join us for an engaging session with two industry leaders as they discuss top technology and business priorities shaping today's wealth firm.
October 29
