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 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
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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
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Osaic launches professional development initiative after a six-month pilot period.
October 15
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A margin of 46% for the unit housing the giant clearing and custody firm may console executives who say the First Republic deconversion "is now largely behind us."
October 15
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The National Association of Tax Professionals criticized an ad promoting Intuit's TurboTax full-service option, saying it encouraged taxpayers to leave their professional preparers.
October 15
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Merrill and Bank of America Private Bank report starting 5,500 new client relationships in the third quarter, more than a third of which came through recent graduates of its training program.
October 15
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Industry leaders from JPMorgan, Salesforce, Microsoft, Integrated Partners, Cambridge and more share their insights on how they're thinking about and pursuing AI tools in wealth management.
October 15
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The firm's stock traders recorded their best quarter in more than three years, on track for their best year ever.
October 15
