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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Rahul Sharma is a senior project manager with US Bank, specializing in open banking APIs and embedded payments technology. With over a decade of experience in the financial technology sector, he has pioneered the development and scaling of API-based payment solutions across multiple payment networks including RTP, FedNow, ACH and Push to Card systems.
February 28
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The nonprofit's checklist aims to help advisors effectively use the technology in their firms and emphasizes confidentiality, privacy, integrity, legality and providing accurate information.
February 28
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With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.
February 28
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The president of the firm's Private Client Group also discusses why advisor headcounts don't mean much anymore and how private equity owners of wealth management firms may have trouble realizing their value propositions.
February 28
