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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Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.
July 10
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Half of polled advisors think AI will reduce the number of advisors needed in the market within the next five years, according to Financial Planning's July latest survey.
July 10
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Adil Ilyas is the Global Insurance Business Leader at Genpact, a global advanced technology services and solutions company helping more than 300 insurers across the globe. Adil is responsible for driving new business growth and overseeing strategic client relationships across North America, including the U.S. and Canada.
July 10
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Generative AI won't replace advisors. But when fully integrated, it can erase tech fragmentation and turn insights into action.
July 10
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New government-funded "Trump accounts" aim to set newborn Americans on a "course for prosperity." But financial advisors aren't entirely convinced about their utility.
July 9
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Many former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.
July 9
