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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Veena Dandapani is a member of the board at Colorado-based FirstBank. She is a former chief client services officer at Pagaya, and a former senior vice president with Western Union.
March 11
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Incorporating artificial intelligence tools into a tech stack can seem intimidating, if not overwhelming — but that doesn't have to be the case.
March 11
LPL Financial -
Looking back at the past five years of Financial Planning's regional 40 under 40 list offers insights on advisor success — and firm struggles.
March 10
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Stuart M. Feld took the time to speak with Financial Planning about his vision for his newly created role, how the firm is using AI now and in the future, security and more.
March 10
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From podcasts to technology, advisors are turning to modern offerings for help building new relationships with clients and strengthening existing ones.
March 10
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The Social Security Administration recovered $4.9 billion in overpaid benefits last year, according to a report to Congress.
March 10
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