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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With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.
March 25
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Sam Sullivan is senior account manager of equipment funding at
Summit Funding Group , an Ohio-based lender specializing in lease financing for health facilities nationwide.March 25
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Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.
March 25
Casner & Edwards -
Edgar J. Garrett Jr. is a professor of legal studies, college of business at East Texas A&M-Commerce.
March 24
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Augustine C. Arize is regents professor of economics and business management at East Texas A&M-Commerce.
March 24
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Anger, frustration and uncertainty have reigned as clients who previously felt secure in their positions are suddenly dealing with having everything called into question.
March 24
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Jared joined ADP Research in 2023 as a Research Analyst. He brings with him a lifelong passion for the social sciences and a desire to better understand and contribute in a meaningful way to the world of work.
March 24
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Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.
March 24
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NewEdge Securities was also ordered to pay disgorgement of $750,746 plus interest.
March 24
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