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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In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a "self-clearing" firm or one that outsources those essential services.
August 18
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View the exclusive research from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms — and sort and compare data across the past 15 years.
August 18
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The printable PDF includes rankings based on the firms' 2025 revenue as well as the number of financial advisors, compensation, total client account assets and more.
August 18
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Emelie Fritz is workplace well-being director at Lifesum, where she works at the intersection of health, behaviour change and workplace culture. She regularly comments on employee wellbeing, workplace trends and the habits shaping how people live, work and perform. Through her work, she helps organisations, including GE and PayPal, better understand the relationship between health, productivity and long-term well-being.
August 17
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As the best-selling memoir "Strangers" shines a spotlight on financial disengagement, advisors share how they pull the less-engaged spouse into the conversation before it's too late.
August 17
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Morningstar finds that active investment managers beat low-cost passive index trackers only 27% of the time over a 12-month stretch.
August 17
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Account titling and beneficiary designations could contradict what clients write in their wills, undermining estate planning. Advisors can help keep these current.
August 17
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Tatum Fish is a strategic value architect at Cytora specializing in helping insurance organizations translate technology investments into measurable business outcomes. With experience spanning automation, AI, API enablement, and digital transformation, she works closely with carriers to align technology capabilities with operational priorities and long-term growth strategies. Tatum is passionate about bridging the gap between business and technology, helping organizations modernize processes, improve connectivity, and accelerate the adoption of emerging technologies across the insurance value chain.
August 17
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From 19th-century financial panic to reimagined Charles Dickens, here are the vacation-worthy books according to some fintech execs.
August 17
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The Democratic lawmaker proposed that the government should lend money to billionaires with large paper fortunes to help them pay wealth taxes.
August 17
