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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With retail investors projected to allocate $2 trillion into private equity, credit and similar investments over the next five years, asset managers are increasingly acting as a bridge to previously exclusive opportunities.
August 10
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New York City's new pied-à-terre tax is prompting financial advisors to help wealthy clients reassess their options, from residency status to estate plans.
August 10
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Building client trust is a top priority for an advisor. But when advisors spot potential mental health struggles in clients, what should they do?
August 10
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Edward Jones financial advisors helped the firm reel in $17.7 billion in net new assets in the second quarter. And another recent filing gave clues about the firm's upcoming planned changes to equity stakes.
August 10
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Four professionals on the ground weigh in on the lasting lessons they took away from their worst client meetings.
August 7
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Berger Financial Group plans to more than double its footprint and staff, and Investcorp is looking at more opportunities beyond supporting Berger in the "untapped" wealth space.
August 7
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Jeffrey Cleveland, Managing Director and Chief Economist at Payden & Rygel, will discuss the FOMC meeting, the new SEP and Chair Warsh's press conference.
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Effi Fuks-Leichtag is Chief Product Officer of ERGO NEXT Insurance, where he leads product, data, marketing, and AI innovation. He brings extensive experience building and scaling technology products and organizations. Before joining ERGO NEXT, Effi was VP of Consumer Products at Yelp, overseeing consumer growth, core product experiences, search, personalization, and other key initiatives. Earlier in his career, he founded and led product teams at several startups, including Fribiz, ExPOS, Kifi, and Complete Labs.
August 7
