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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Default assumptions based on nonexistent children can lead to overaccumulation and unnecessarily delayed retirement.
February 18
Childfree Trust -
Advisors continue to exit Commonwealth following its acquisition last year by former rival LPL Financial.
February 17
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The move comes amid UBS executives' acknowledgement that they're trying to strike a balance between keeping advisors happy and improving the profit margin for their U.S. wealth business.
February 17
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Jay Zigmont is the founder of Childfree Wealth and
Childfree Trust . He is author of "The Childfree Guide to Life and Money" and co-hosts the Childfree Wealth Podcast, where he drops expert knowledge with a dose of humor. His recent TEDx talk, "The Childfree Path to a Healthier Planet" explores how child-free living intersects with sustainability and long-term economic health.February 17
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More retirees are going back to work amid financial pressures and economic uncertainty, an AARP survey finds. Advisors weigh in on when "unretiring" makes sense.
February 17
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Rafael Goldberg leads the Decision business unit at Sapiens, where he focuses on go-to-market, product strategy and overall operations. With broad experience across global software and consulting operations, Rafael has spent the last 12 years supporting clients implement and adopt enterprise decision automation systems.
February 17
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The two organizations announced the Certified Home Equity Advisor credential, which will help financial professionals integrate home equity in retirement plans.
February 17 -
SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.
February 17
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JP Nicols is managing director of Alloy Labs, a member-led consortium of banks focused on applied insights and collaboration.
February 17
