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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Daniel Stein, MD, MBA is the president and founder of Embold Health, a healthcare technology company redefining quality in healthcare. Previously Chief Medical Officer at Walmart Care Clinics, he has also held health policy roles in Washington, D.C. Stein earned his medical degree at Johns Hopkins School of Medicine.
June 8
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In a recent industry snapshot, the Investment Adviser Association found the average number of data points advisors have to report in annual regulatory filings has nearly doubled to more than 1,000 since 2011.
June 8
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A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.
June 8
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Advisor Growth Solutions founder Jeffrey Czajka created a new professional community for early-career advisors at a low price point by the field's standards.
June 8
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New research from the TIAA Institute finds financial literacy slipping further, with investors across generations struggling to with risk comprehension.
June 5
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A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.
June 5
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Median total compensation for certified financial planners climbed to $195,000 last year. But pay varied widely, depending on factors like experience and type of firm worked at.
June 5
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Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.
June 4
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He and planner Taylor Schulte led a group of speakers presenting a trove of "deliverables" and actionable takeaways from the Kitces Marketing Summit.
June 4
