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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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
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When a seasoned investor, ex-health plan CEO and lifelong baseball fan counsels executives on business success, he draws on past and present baseball greats for inspiration.
October 10
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Global CDO, consultant, speaker and author Janet M. Stovall helps business dismantle systemic inequity to leverage the power of diversity. Global Head of DEI at NeuroLeadership Institute, and founder of DEI consultancy, Pragmatic Diversity, Janet specializes in shaping and implementing realistic DEI visions and strategies that drive change and build culture. Collectively, her three TED talks challenging business to get serious about inclusion have nearly 3 million views, and she is co-author of Amazon bestseller,
The Conscious Communicator: The Fine Art of Not Saying Stupid Sh*t. October 9
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ESG has become more material to over two-thirds of asset owners' investment processes in the previous five years, Morningstar says.
October 9
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Criticism of ESG investing has cut across the political spectrum, with accusations ranging from "woke capitalism" on one end, to "greenwashing" on the other.
October 9
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A new Financial Planning survey found that while advisors feel the pressure to adopt AI tools, less than half believe it will play a large role in their firm's efforts to capture new clients.
October 9
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The new offering, rolled out to 600 advisors this month, will let clients pay $3,600 a year for services that extend beyond asset management to include tax and trust planning.
October 9
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The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is evolving — but also staying the same.
October 9
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Charles Morris, Microsoft chief data scientist, opened ADVISE AI with a look at the speed at which AI is changing wealth management, and the world.
October 9
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Check in regularly as we update throughout both days of wealth management's first conference focused solely on AI in the industry.
