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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Portfolio managers from Fidelity, Columbia Threadneedle and JPMorgan said the case for dividend investing remains strong, even if it receives less emphasis than other strategies these days.
June 17
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Mary Lundstedt, Esq., is a founding partner at
Hall Lundstedt LLC , tax attorneys with an emphasis on tax mitigation in the areas of tax controversy, resolution and advisory.June 17
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Wayne Watkinson is a senior attorney with Offit Kurman, specializing in mortgage licensing and compliance
June 17 -
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Clients have many reasons for not divulging details on the assets they have at, including embarrassment. Advisors say it's still important to understand their total financial picture and, above all, not be judgmental.
June 17
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As digital assets gain broader adoption, advisors are reassessing whether cryptocurrencies should still be classified as alternative investments or viewed as an emerging portfolio sleeve alongside traditional markets. This session explores how advisors can model crypto's risk-return profile, evaluate volatility, correlation, liquidity, custody, and regulatory considerations, and determine appropriate allocation frameworks within diversified portfolios. This session will examine whether widespread usage diminishes crypto's "alt" status or whether its structural risks and market behavior warrant continued caution, while also discussing portfolio construction best practices, client education strategies, and what the future of digital asset markets may look like as institutional adoption, regulation, and product innovation continue to evolve.
June 16
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As private equity, private credit, venture capital, and other alternative strategies become more accessible, advisors must determine whether—and how—to incorporate private markets into client portfolios. This session examines the suitability, fiduciary, and operational considerations of advising on private investments, including accreditation standards, liquidity planning, valuation differences, fee structures, and transparency compared to traditional public markets. Panelists will discuss how to educate clients on risk factors such as illiquidity, capital calls, and limited mark-to-market pricing, while outlining best practices for position sizing, diversification, stress testing, and ongoing oversight to responsibly integrate private markets into a diversified portfolio strategy.
June 16
