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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Sarah Rosen is the managing director of private client services at BlackCloak, where she focuses on protecting the personal digital lives of high net worth families and provides tailored cybersecurity solutions to safeguard their digital presence from threats like cybercrime, identity theft and privacy breaches.
February 25
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A few weeks ago, analysts at UBS laid out a worst-case scenario for defaults in the private credit sector. Their outlook just became more grim.
February 25
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April's tax platform for wealth managers can be used as either a standalone product or embedded into existing workflows.
February 25
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The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.
February 25
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Lisa Golia, now chief operating officer of the firm's U.S. wealth business, will be in charge of hiring, retaining and paying advisors.
February 24
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New research shows visuals and gamified tools can dramatically boost client understanding and engagement around complex retirement rules.
February 24
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With AI concerns crimping wealth management firms' stock values, an analysis by Fitch Ratings reveals the companies' underlying dynamics after a strong 2025.
February 24
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Advisors are only human, and mistakes are bound to happen. But missteps, for all the pain they can cause, can also help an advisor — and their practice — grow stronger.
February 24
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Paul Reid Galietto's lawyer says he was let go by Credit Suisse in 2021 after the firm tried to unfairly blame him for losses from the collapse of the giant family office Archegos Capital Management.
February 24
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