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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Simon Marchand, CFE, C.Adm., is chief fraud prevention officer for Nuance Communications.
December 2
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Do planners offer enough value to keep tech companies and automated advice at bay?
December 1
Life Planning Partners -
As individual performers, these people can be very good at what they do. They may have great technical or sales skills but they can sap the spirit and energy out of your firm.
December 1
Savant Capital Management -
These tools will revolutionize … Wait. No. These tools will help financial planning evolve.
December 1
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Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.
December 1
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The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.
December 1
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In volatile markets, client education and constant communication are ke
November 29
Napier Financial -
Required minimum distributions are just one example of unforeseen expenses for retirees, an expert writes.
November 27
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Early and consistent saving may not be enough to safely leave the labor force for good.
November 26
