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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Though advisors keep heading for the door following the sale of Commonwealth, industry analysts believe LPL Financial can still hit its post-purchase goals for retaining assets and headcount.
October 9
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Will the Federal Reserve cut rates in October? BNP Paribas Chief U.S. Economist James Egelhof discusses the meeting and Chair Jerome Powell's press conference.
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Financial Planning's AI Readiness Survey found that advisors are already using AI for creating legal document summaries and seeing results, but legal experts warn that undisclosed, unmonitored use could open firms up to liability.
October 9
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The purchase comes as Creative Planning seeks to build out its expertise in managing retirement plans.
October 9
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Chana R. Schoenberger is the editor-in-chief of American Banker. Previously, she was the editor-in-chief of Financial Planning after joining Arizent in 2020.
In her prior role, she was the managing editor for U.S. wealth management at J.P. Morgan. Before that, she was a columnist and freelance journalist, and previously worked at Bloomberg News, Dow Jones/The Wall Street Journal, and Forbes. A graduate of Harvard College, she received her master's degree as part of Columbia Journalism School's Knight-Bagehot Fellowship in Economic and Business Journalism. She is now based in New York City after stints in Tokyo and Canada.
Follow her on X at @cschoenberger.
Holly Sraeel is SVP of strategy and content for American Banker Live Media. In her role, she leads content development and execution for American Banker's editorial rankings, including The Most Powerful Women in Banking™, The Most Innovative People in Finance and Innovation of the Year.
She also leads the development of agenda-setting programming for American Banker's live media portfolio, including American Banker ON-CHAIN, Payments Forum, Digital Banking, The Most Powerful Women in Banking Conference, and Small Business Banking, as well as LEADERS and virtual summits.
Follow her on X at @hollybizonthego.
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Replacing outmoded wealthtech products and practices can not only save advisors time and effort but also boost a firm's bottom line.
October 9
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Andrew Larsen is a Director at Simon-Kucher within the insurance practice, with expertise in growth strategy, operating model design, and digital transformation.
He has led large-scale initiatives across financial services, insurance, and brokerage, delivering measurable impact in revenue growth, cost optimization, and AI-driven innovation.
His experience spans advising Fortune 500 companies, private equity portfolio firms, and emerging tech players on go-to-market strategy, operating model redesign, and AI.October 8
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Issues that feature a character's first appearance or death — or even a popular artist or writer's first publication — can command high prices. But a volatile short-term investment market and meticulous storage demands remain concerns.
October 8
