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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The firm is allocating as much of 20% of clients' portfolios to private credit, a market it was even in three years ago.
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Contextual guardrails allow financial advisors to put potential losses into tangible and manageable perspective for clients.
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A recent report by Cerulli found that more than one-third of affluent investors said they prefer fee-based planning. But advisors on the ground say clients are often confused about fee-related labels and need help understanding pricing models.
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A relatively small fraction of financial advisors can speak languages other than English, making multilingual planners a distinctly valuable asset for firms looking to attract and retain clients.
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This comes as the latest move by U.S. banks into the crypto industry after President Trump began removing regulatory barriers.
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The program to coach Division I players on wealth management concepts comes as they navigate new layers of complexity from new sources of potential pay.
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Investor advocates and others worry that recent changes to who can serve on FINRA panels will exclude arbitrators most likely to be sympathetic to ordinary investors.
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Prince-Alex Iwu is an associate with the law firm Diaz, Reus & Targ. Prince-Alex's expertise includes international arbitration, corporate investigations, compliance and cross-border disputes. He advises clients in navigating complex regulatory frameworks, including sanctions and financial crime compliance.
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Ishmael Green is a partner with the law firm Diaz, Reus & Targ. His expertise includes complex commercial litigation, class action defense, securities and fraud litigation, cryptocurrency law and regulatory compliance. Green advises U.S. and multinational corporations on digital asset disputes and has provided expert commentary on cryptocurrency regulations.
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