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.
-
Eric Ludwig is assistant professor of retirement income and RICP program director at The American College of Financial Services, as well as CEO of Stockbridge Private Wealth Management. His research focuses on retirement income planning strategies and behavioral finance.
July 24
-
A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.
July 24
-
The large St. Petersburg, Florida-based wealth management firm claimed its best advisor recruiting figures since the global financial crisis, though it didn't cite specifics.
July 24
-
Scott Smith is co-founder and chief operating officer at Fizz, a money app for students. He previously studied finance, economics, accounting and real estate at Cornell University's School of Hotel Administration.
July 24
-
The Fed's rate cuts last year also took a toll on the company's results for the second quarter, when there were sharp drops in the flow of incoming client holdings.
July 24
-
Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how to communicate with them.
July 24
-
House Republicans are aiming to pass provisions that were removed from President Donald Trump's "one big, beautiful bill."
July 24
-
The SEC's $1.8B off-channel communications crackdown shows how paused protocols can lead to crisis.
July 24
MirrorWeb -
Patrick Nelli is the CEO & Founder of Aligned Marketplace. Prior to Aligned Marketplace, Patrick spent a decade at Health Catalyst (HCAT), a data and analytics company focused on supporting some of the largest healthcare organizations in the country, where he was President and Chief Financial Officer and helped take the company public. At Health Catalyst, he helped build value-based care analytics for some of the largest ACOs in the country in pursuit of Health Catalyst's mission to deliver data-informed improvement. Patrick's passion is to drive as much healthcare improvement as possible through innovation.
July 23
-
A new federal student loan borrowing limit could push more students seeking advanced degrees into costly private debt, according to financial advisors.
July 23
