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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Troy Von Haefen once shared a stage with Lee Ann Womack. Now he's built a financial advising firm around his Nashville connections.
December 12
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Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.
December 11
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Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.
December 11
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Paul Vacquier is CEO of
Beagle Services , a plumbing technology company that helps homeowners prevent costly water damage through technology deployment, smart valve installation and monitoring. He works closely with insurers, agents and homeowners to tackle one of the industry's biggest loss drivers: non-weather water damage.December 11
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Paid sabbaticals, employee ownership and a philosophy-first culture have helped Bailard top this year's Best RIAs to Work For list.
December 11
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This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter most.
December 11
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