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.
-
Medicare now covers weight-loss drugs as part of an 18-month program to expand access. Here's what advisors need to know about the coverage — and what it can save clients in the long run.
August 17
-
August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.
August 14
-
Dr. Viroshan Naicker is co-founder and CEO of Refiant. A mathematician by training, he holds a doctorate from the University of Johannesburg and lectured for six years before moving into industry. He co-founded Refiant in 2025 on the conviction that large models are inefficient by design and that better methods already exist in nature.
August 14
-
Women are projected to receive more than $100 trillion in the so-called great wealth transfer. But their planning needs can differ from men's.
August 14
-
Web designer Bonfire Studio asked ChatGPT for advisor recommendations in five metro markets. The results give advisors more reason to tend to their online presence.
August 14
-
The rollout of New York's pied-à-terre tax can proceed for now after an appeals court temporarily put a hold on a Staten Island judge's order blocking the plan.
August 14
-
-
With trillions on the table, advisors who know how to start conversations with clients' heirs risk losing far less than those who don't.
August 13
-
Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.
August 13
-
A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.
August 13
