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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As AI tools take over more of the research, drafting and prep work that once taught new advisors the job, firms are racing to figure out what should replace it.
August 7
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Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."
August 7
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From showing up authentically to understanding oxytocin, a session at this week's CAAFP held by The American College of Financial Services called into question some traditional industry approaches to planning.
August 6
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The American College of Financial Services is launching a certification program to train financial professionals on the ins and outs of donor-advised funds.
August 6
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Although many advisors choose to leave Wall Street mainstays in favor of firms offering greater independence, some find they're still most at home at another wirehouse. Just ask Todd Hatfield.
August 6
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David Barrett is the Founder and CEO of
Welliba , an employee experience intelligence company. Based in Ireland, he leads the organization's work in psychology, predictive analytics, and internet technology to benchmark employee experience (EX) against the S&P 500.August 5
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WTW Investments and SEI see enough of a market to develop private market offerings for U.S. defined contribution plans, such as 401(k) plans.
August 5
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Shikha Singh is business unit head for banking and financial services with WNS, a part of Capgemini.
August 5
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Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.
August 5
