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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For the first time, the T3/Inside Information Software Survey included categories for alternative platforms, generative language AI, search AI and graphics AI.
March 5
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Darien Shanske is the Martin Luther King Jr. Professor of Law at the University of California, Davis School of Law.
March 5
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Every basis point of revenue based on client assets poses competitive implications. Here's how the upcoming change could affect financial advisors' businesses.
March 5
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John Hicks, the chief marketing officer of Ausdal Financial Partners, sees his firm's lack of private equity ownership as a big part of its appeal.
March 5
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Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.
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President Donald Trump took the lectern Tuesday for his primetime address beset by warning signs about the U.S. economy.
March 5
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The newest edition of the Internal Revenue Service's Dirty Dozen tax scams shows that fraudsters going at it as strong as ever.
March 5
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The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.
March 5
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Gary Carrai serves as chief product officer with LPL Financial.
Earlier in his career, he was a financial advisor with Lydian Wealth Management, a multifamily office based in the Washington, D.C. area.
March 4
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Software to help advisors better communicate should be more than an afterthought for firms who want to grow organically, industry leaders said at T3.
March 4
