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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The AI firm Jump used notetaker data to analyze thousands of discussions between advisors and clients. The results show advisors aren't as good at keeping their mouths shut as many think.
September 1
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After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he says can build higher-quality plans in much less time.
September 1
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The late singer and business mogul gave prodigiously throughout her life. Parton's example can tell advisors a lot about how to plan estates, especially for child-free clients.
September 1
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Maik Taro Wehmeyer is the co-founder and CEO ofTaktile , the leading AI decision platform built to empower financial institutions to make faster, more accurate decisions in risk management.September 1
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The proposed investment rules for Section 530A accounts, also known as Trump accounts, limit choices, and advisors say that could make decisions easier.
September 1
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Jeff Feazell is principal at
Authentic Advisor Video where he helps advisors and firms stand out with authentic, heartfelt content.September 1
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Kenneth Kelly is chairman and CEO of First Independence Bank in Detroit, Michigan, and chair of the American Bankers Association.
September 1
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Axel Rebien is the CEO of
Serrala , a global innovator in financial software solutions that enable organizations to optimize their financial processes. He holds the overall responsibility for the strategic direction, operations, management and performance of the company. Before he was appointed as CEO in July 2023, Rebien joined Serrala's Executive Board beginning of 2022 as CFO, driving the company's financial strategies and finance-related processes including accounting, financial planning and analysis that deliver a return in business transformation. Prior to Serrala, he held executive senior leadership positions at Unzer (CEO and CFO), a modular platform for international payments, PharmaSGP SE (healthcare and pharmaceuticals), and Tom Tailor Holding SE, where he successfully managed the 2010 IPO. He is based in Hamburg, Germany.September 1
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Many advisors want asset managers to do more than provide access to investments. A new Cerulli report suggests they should emphasize practice management strategies rather than business growth.
August 31
