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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While recent Financial Planning research found many firms have only a single-digit percentage of their tech budgets allocated to AI, three-quarters of those surveyed said they plan to spend at least somewhat more in the next year.
May 14
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Wealthy Americans and business investors are among the big winners while targets of Trump's ire such as immigrants and elite universities were hammered.
May 14
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Stephanie Miller is
SAP 's global vice president for finance, risk and quote-to-cash. She has over two decades of experience driving customer success while simultaneously building and leading high-performing teams. She is focused on establishing trusted relationships with finance executives to help them identify, prioritize and deliver on business outcomes.May 14
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Tom Madonna is vice president of
SAP America 's North American industry advisory for services and financial service industries.May 14
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The colors of an advisor's logo, branding and even the clothes they wear can have a surprising effect on the conversion rate of their prospecting materials.
May 14
SmartAsset -
For the past three years, Leslie Norman, chief technology officer for Dynasty Financial Partners, has been working to help build infrastructure to house the data used in the firm's tech stack.
May 13
