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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Earn credit toward industry certification while staying up to date on key financial planning topics and strategies.
September 28
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Jill Eubank is executive vice president, business professionals for finance and accounting, at
Randstad USA .September 28
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As the U.N. renews its call for $1.3 trillion a year in climate finance, four leaders in climate finance say the biggest question for advisors is where that money goes.
September 25
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As AI threatens firms' lucrative business managing uninvested cash, Schwab gives its RIA partners a new way to keep clients' cash holdings sticky.
September 25
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Securities and Exchange Commission Commissioner Hester Peirce announced Friday that she would leave the agency on Oct. 2.
September 25
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Andreas Schindler is the founder and CEO of
dnl.ai , an AI audit technology company he spun out of the Technische Universität Berlin in 2019, incubated at the university's Centre for Entrepreneurship. He has spent the last eight years building machine learning systems for the people who audit financial statements — software that structures audit procedures, validates figures, and ties documentation back to its supporting evidence. Todaydnl.ai serves more than 130 accounting firms and 15,000 auditors, including teams at KPMG, BDO and RSM, and the platform has supported more than 60,000 audits. It is ISO 27001 certified and hosted in the EU. Schindler writes and speaks on how audit standards should account for AI-assisted evidence. He holds a Master of Science in Finance & Accounting and a Bachelor of Laws in business law (Wirtschaftsrecht), both from FOM Hochschule für Oekonomie & Management.September 25
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"The Listening Advisor" author John Gatewood preaches a five-part framework that he says can help financial advisors build deeper relationships with their clients and open valuable careers to aspiring planners.
September 25
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Two years after Hurricane Helene hit his hometown, Earth Equity Advisors founder Pete Krull argues advisors need franker conversations about where clients invest and where they retire.
September 25
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Valuation expert David DeVoe says he thinks the falling deal numbers are less of a reflection of waning demand and more of general economic concerns.
September 24
