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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Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech stack flexibility and integration keep such a large organization running.
April 4
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Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.
April 4
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Also this week, Raymond James recruits from Morgan Stanley, and Mercer Advisors and EP Wealth Advisors make big M&A deals.
April 4
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As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.
April 4
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Randy Nail has been with
HoganTaylor for 15 years and currently serves as the firm's CEO. Most recently, he led the firm's financial institutions practice utilizing his nearly 20 years of experience providing financial institution clients with a wide variety of assurance and business consulting services.April 4
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Louis C. Grassi, CPA, CFE, is the managing partner and CEO of
Grassi . He began his career in 1977 and has extensive experience in tax, accounting and consulting.April 4
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Steve Heathcote has been CEO of
PrimeGlobal since 2019. His extensive background in the accounting profession includes undertaking the COO role at the U.K. Financial Reporting Council, a senior management position at KPMG and over 10 years as a key member of the Association of Chartered Certified Accountants executive team.April 4
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More than 60 lawyers wrote in response to a memo by Deputy Attorney General Todd Blanche that called for a broad reorganization of the department.
April 4
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The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast approaching 29,000. (Plus, experts say he'll be writing big checks.)
April 3
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As markets react to the tariffs, financial advisors are considering the short- and long-term impacts.
April 3
