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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If you need to know where advisors stand, what they're earning, and where the industry is headed, this is the hour worth blocking on your calendar.
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A recent report has found that the majority of cryptocurrency holders are aware transactions are taxable and want to comply, but struggle with actually doing so.
March 30
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Women often evaluate financial decisions through the lens of community and relationships. Advisors who adapt their approach can improve retention and boost referral-driven growth.
March 30
StrongHer Money at RFG Advisory -
Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.
March 27
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Steve Powell is a veteran executive in specialty and complex claims. His leadership spans global operations, forensic engineering, fire investigation, environmental and construction consulting, managed repair, catastrophe response, and property and casualty claims. He is a claims executive, and author of The Lighthouse Keeper, and is known for transforming claims operations into strategic assets, he advises insurers, TPAs, and global risk stakeholders on severity management, global claims strategy, and the future of the built environment.
March 27
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A recent downturn has highlighted the external factors weighing on the price, but experts say the fundamentals haven't changed.
March 27
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Tara Popernik, CFA, CFP, is EVP and head of wealth planning at LPL Financial. Most recently, she served as senior vice president of the wealth strategies team at Bernstein Private Wealth, where she spent 21 years in various leadership roles.
March 27
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The new state income tax is expected to make Washington munis, which are exempt, more attractive for high-earning residents.
March 27
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Jay joined Sentinel Group as part of the ERISA Consulting team. Jay brings more than 20 years of legal experience and seven years direct retirement industry experience to Sentinel after providing legal, regulatory and compliance services to clients over the course of his career. He spent 10 years as in-house counsel to the Commonwealth of Massachusetts under the Transportation Secretariat.
March 26
