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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Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.
February 24
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The nation's largest bank said Monday that it will continue to invest in artificial intelligence, despite fears that the technology may harm lenders, and in private credit, despite concerns of cracks in asset quality.
February 23
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Blue Owl's decision to halt withdrawals from one of its private credit funds raises further questions about the already obscure world of private credit.
February 23
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Small oversights when drafting a trust can snowball into major headaches for clients and their heirs. Here's how advisors can help.
February 23
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The platforms, where bets are placed on everything from U.K. soccer teams to the price of bitcoin, are getting traction from investors and attention from regulators.
February 23
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The arrival of Warren-Fantano Wealth Management at Janney will give the regional broker-dealer a new office in Delaware.
February 23
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Impact investing experts admit that the first year under President Trump has brought changes to the rhetoric around ESG. The realities look far more murky, though.
February 23
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Ken Tingle is first vice president and business intelligence manager at Cape & Coast Bank in Hyannis, Mass.
February 23
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Hernan Charry is the director of marketing at
Split One Technologies , a growth marketing company. He's been helping accounting firms take control of their web presence through PR powered search engine marketing for over 15 years.February 23
