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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This summer, Amplified Planning's Externship program saw 2,700 applicants — a record, and a sign that advisors are thirsting for opportunities to thrive in the wealth management industry.
June 11
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There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.
June 11
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Nazeefa Ahmed is a reporting associate for National Mortgage News through the Dow Jones News Fund.
- Awards — Nazeefa was formerly a South Asian Journalist's Association Scholarship recipient.
- Education — She is currently a business reporting student at the Craig Newmark Graduate School of Journalism and holds a degree in natural sciences from the University of Calgary.
- Experience — Nazeefa has previously covered housing for the Invisible Hand and as well as academic research for Science Magazine.
June 11
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As brokerage firms keep getting sued for allegedly not providing clients fair returns on their uninvested cash, the SEC tells investment advisors they also have legal liabilities.
June 10
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Kevin is an insurance industry and insurtech executive. He was the Founder/CEO of the first DSS app for healthcare and voluntary insurance benefits. He is an Innovator, Team Builder & Scaler
June 10
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Sanjay Chojar is Senior Vice President and Chief Information Officer at the Amalgamated Family of Companies, overseeing all strategic technology decisions, including systems architecture, cybersecurity, and infrastructure. He brings more than 30 years of experience as a global technology leader across major financial services institutions, driving digital transformation and the application of advanced technologies such as AI, machine learning, and cloud services.
June 10
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Longevity and constant financial tickers these days often trigger retirees' fears that they will outlive their assets. Here's how financial advisors can coach them through.
June 10
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Members of the Transparent Advisor Movement are meeting around the country in "Flat Fridays" events. And the collaboration is revealing all of the nuance around fees.
June 10
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Dustin Carlson is president of
SRA 831(b) Admin , where he leads internal operations and plays a key role in advancing advocacy efforts within the micro-captive industry.June 10
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With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis and wealth management's talent shortage.
June 10
Digital Assets Council of Financial Professionals
