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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The nonprofit's checklist aims to help advisors effectively use the technology in their firms and emphasizes confidentiality, privacy, integrity, legality and providing accurate information.
February 28
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With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.
February 28
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The president of the firm's Private Client Group also discusses why advisor headcounts don't mean much anymore and how private equity owners of wealth management firms may have trouble realizing their value propositions.
February 28
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Location plays a crucial role in growth and advisory practice valuations — just not in a simple map focusing on the largest cities with the most wealthy people.
February 28
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Srikanth Narayan is CEO of Cache Financials (Cache), founded in 2022 along with its subsidiary investment advisor Cache Advisors.
Previously, he served in engineering and product leadership positions at Uber and Alphabet. Self-taught in finance and economics, Narayan combines his technical expertise with financial acumen at Cache, which gives investors with large stock positions access to advanced products, tools and insights. He received a bachelor's degree in computer science from the RV College of Engineering, India and a master's degree in human-computer interaction from the University of California, Berkeley.
February 28
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Also this week, Cetera closes on its purchase of Concourse Financial Group, and Raymond James appoints a head of AI.
February 27
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A recent Advisor360° survey showed that the vast majority of respondents enjoyed immediate benefits from using generative AI tools.
February 27
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Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.
February 27
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RBC's firmwide net income skyrockets despite rising costs, even as its advisor headcount holds steady.
February 27
