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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John Palmer, a partner in Orrick's San Francisco office, focuses his practice on financing for cities, counties, community college districts and school districts.
February 11
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The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.
February 11
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Pedro Suplicy is Director of the Financial Services AI Studio at Globant, where he leads strategic advisory and technology transformation initiatives for financial services and insurance organizations. He has held senior leadership roles at NTT DATA and Accenture and brings over two decades of experience driving strategy, performance improvement, and large-scale transformation. He is based in New York City.
February 10
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Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.
February 10
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Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.
February 10
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With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.
February 10
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Wealth management and tax planning stocks tumbled after Altruist launched an AI tool for tax strategies, stoking investor fears of disruption and fee compression.
February 10
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Leah Price serves as vice president of the Tinman AI Platform at Better. Previously, she led the Office of Fintech and the Office of the Chief AI Officer at the Federal Housing Finance Agency. Earlier in her career, Leah held leadership roles at Figure Technologies and at Fannie Mae.
February 10
