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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Even as the firm puts pressure on lower-end advisors, it's making it easier for its top wealth managers to earn growth rewards.
October 16
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The New York-based investment bank reported higher revenues across all business lines, with double-digit increases in wealth management and investment banking.
October 16
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Financial advisors weigh in on how they assist clients with this issue, especially if they have large holdings in their employer's stock.
October 16
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The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as part of the looming TCJA debate.
October 16
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Industry leaders in this year's ranking shared insight on how they would advise their younger selves on building a path to the top and the skills today's rising professionals need.
October 16
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The largest deal ever for the private equity-backed, fee-only RIA will send it to new heights across 23 offices and 750 financial advisors and other employees.
October 16
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Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.
October 16
Davis Malm -
Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.
October 15
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Jane Fraser and other Citi execs point to the wealth unit's 9% bump in revenue and 24% increase in investment assets as signs that the firm's recent overhaul is working.
October 15
