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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Firms are using AI more than ever, but few have adopted clear policies outlining human oversight or how third-party vendors should handle cybersecurity.
August 24
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As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.
August 24
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Press an "easy button" for an internal succession or go the harder, often more lucrative route of leaving an employee brokerage to sell an independent practice? A new report from one recruiting firm shows which lane most advisors choose.
August 24
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Akhila Chandrashekar is a qualified CPA, CMA, CIA, CFE with over 18 years of experience in audit and taxation practice in organizations such as EY & PKF and over 5 years in professional education. She currently serves as the Chief Learning Officer at Hock International, overseeing the learning and Exam Preparation strategies for the CMA, CIA and EA credentials in more than 100 countries. She is also pursuing her doctoral research at ARKA JAIN University examining the opportunities and challenges educators face in using artificial intelligence in higher education. The intersection of these experiences -accounting practice, professional education, and academic research into AI gives her the vantage point to understand the growth and development of the next generation of accounting professionals.
August 24
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Rick Simonetti knows it's not easy recruiting private bankers and then moving their clients and assets. That hasn't stopped him from building Fidelis Capital into a $3 billion firm built largely on bankers pulled from Wells Fargo and Bank of America.
August 24
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Tim Mattke is CEO of MGIC Investment Corporation and Mortgage Guaranty Insurance Corporation. He also serves as chair of U.S. Mortgage Insurers.
August 21
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Getting a foot in the door to the high net worth market can be a challenge, but there are any number of ways in. Six advisors shared how they landed their first high net worth client, from golfing to finding the right CPA.
August 21
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Financial Planning's August 2026 continuing education quiz is now open to subscribers. By successfully completing the quiz, advisors can earn one hour of CE credit to maintain professional certifications.
August 21
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A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.
August 21
