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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Amy is the chief people officer for Lucet. She leads a team of HR professionals and provides business partnerships to drive people strategy, talent acquisition and management, learning and engagement, and total rewards. She is also an executive sponsor of the Lucet Impact & Responsibility Council.
August 3
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AI-powered simulation sandboxes are transforming how wealth managers and RIAs engage clients.
August 1
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In a record-setting bull market, the products offer investors a straightforward way to protect against downside risk. But not all financial advisors are convinced of their utility.
August 1
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Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an RIA with more than $1 billion in assets and Cresset fills out its C-suite.
August 1
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What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.
August 1
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CEO Rich Steinmeier reiterated LPL's goal to retain 90% of Commonwealth's assets and headcount while listing reasons why advisors might think twice about leaving to start their own RIAs.
August 1
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Kevin Roche, a partner in Orrick's New York office, is a member of its public finance department.
August 1
