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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Research from Cerulli Associates indicates that marketing and referrals are the best ways to bring in new clients. Yet few firms devote much time or money to either.
July 27
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Jason Stephens of Evertern Wealth found a client base in those fleeing high-tax states for moves to Florida and Texas.
July 27
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Justine Lalla, FCPA, has 20 years of experience in the accounting industry, including FCPA status for the past two years, and is the founder of
JPL Financial Management , an accounting practice in Brisbane specializing in advisory services for labor hire and recruitment businesses.July 27
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Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to know.
July 24
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Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
July 24
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The partnership includes a $20,000 commitment to Hopey's Heart Foundation — and comes as women are projected to control more than half of the anticipated $84 trillion Great Wealth Transfer by 2045.
July 24
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Lee A. Schneider is general counsel of Ava Labs, which builds blockchain and related technologies for the Avalanche and other ecosystems. He is also co-founder of the Avalanche Policy Coalition.
July 24
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Alec Herring, JD, CLU, CLMS, is an area SVP and employee benefits and absence and productivity consultant with Gallagher. He advises large employers on leave of absence, disability, accommodation, and workforce absence strategies and specializes in helping organizations balance compliance, employee experience, and operational efficiency, with a particular focus on the growing use of technology and artificial intelligence in leave and accommodation administration.
July 24
