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 week also saw BlackRock, JPMorgan Asset Management and Charles Schwab take minority stakes in the advisory-support firm Dynasty.
October 11
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The top award winners cap off Financial Planning's inaugural Innovation Award series.
October 10
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The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.
October 10
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With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump.
October 10
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The giant universities that have their own investment arms are likely out of reach, but they represent only a small portion of the rapidly growing channel.
October 10
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Among the proposals the Biden-appointee still has to shepherd across the finish line are rules for eliminating conflicts from AI recommendations and cybersecurity requirements for advisors and broker-dealers.
October 10
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Carol Laufer is senior vice president and the head of liability in North America at Allianz Commercial. Based in New York, Laufer brings more than 30 years of insurance industry experience to the Allianz Liability team.
October 10
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Tim Hilligoss is a partner at
Wipfli who helps closely held business owners tackle the top financial, tax and operational issues impacting their bottom line. His experience includes entity and organizational structure, U.S. tax planning and compliance, and transactional services with a focus on tax efficient deal structuring, buy-sell side due diligence, Quality of Earnings studies and reorganizations.October 10
