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.
-
A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.
January 22
-
Whether by partnering with outside professionals or gaining additional certifications or qualifications, advisors have been adding guidance on insurance, health care, taxes, estate planning and more.
January 22
-
Alex Ford is the global chief revenue officer and president of North America with Encompass Corporation. In 2024, she was named one of American Banker's Most Influential Women in Fintech.
January 22
-
Hester Peirce and SEC Acting Chair Mark Uyeda say they want to group to devise a clear compliance framework for digital assets and end regulation by enforcement.
January 22
-
China currently dominates the market for the hardware and software used to mine cryptocurrency. Creating a large federal reserve would expose a major U.S. asset to potential Chinese meddling.
January 22
-
It's never too early to school future heirs on the mechanics and productive uses of family wealth.
January 22
Fiduciary Financial Advisors -
The avalanche of cases announced Friday included charges against a no-longer registered advisor and firm accused of misappropriating more than $20 million from clients.
January 21
-
Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with clients.
January 21
-
Part of clients' anxiety about this issue stems from the uncertainty of how much or how long such health care expenses will be incurred.
January 21
-
Emma is a writer and editor passionate about providing accessible, accurate information. Her work is dedicated to helping people of all ages, interests, and professions with useful, relevant content.
January 21
