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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Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.
September 26
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Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.
September 26
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Erin Daiber is the founder and CEO of Well Balanced Accountants, consultants helping independent CPA firms grow revenue, retain top talent and build firm value. She began her career in the audit practice of EY, then spent several years in private industry working as a financial analyst. She is a graduate of John Carroll University with a degree in accountancy, and is both a CPA and a Professional Certified Coach.
September 26
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Sara Dressler serves as the CEO, and was previously director of operations, at Indigo Marketing Agency, a full-service marketing consulting firm serving financial advisors.
September 26
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Take Financial Planning's latest self-study continuing education quiz for an hour of credit toward maintaining professional certifications.
September 26
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Independent financial advisors get a lot of flexibility, but a study by Deloitte and Wells Fargo FiNet delves into the complexity of expanding successfully.
September 25
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AI-powered search results have changed how SEO works. Simple tweaks can help financial advisors and their firms show up much more frequently in no-click search results, experts say.
September 25
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Anthony Woodward is the co-founder and CEO of RecordPoint, an innovative, fast-growing Australian SaaS solution focused on helping organizations discover, govern, and control their data for tighter compliance, more efficiency, and less risk. With a background in both technology and the law, Anthony has also held positions at Unique World, Commander, and Freehills. He also co-hosts the FILED podcast and writes the FILED newsletter, focusing on the intersection of data privacy and governance. Anthony is regarded as one of the leading thinkers on the intersection of data and privacy.
September 25
