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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End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.
October 7
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The CFP Board of Standards' new "Quite Possibly the Perfect Job" digital campaign targets college and college-bound high school students. Many professionals felt the ads, which depict young people doing anything but working, "missed the mark."
October 7
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The advisor at the center of the case, Chuck Roberts, has been the subject of at least 19 customer complaints since late 2022.
October 7
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The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation bill. Here's what that means for taxes.
October 7
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Keith Wallace is a senior benefits practice leader at PCF Insurance Services, a national insurance brokerage that offers a broad array of commercial and personal lines, life and health, employee benefits, and workers' compensation solutions. He is skilled in Health Insurance, Disability Insurance, and Term Life Insurance
October 7
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The case is one of the latest to question if firms can be held liable for costly investment decisions made by clients showing signs of mental decline.
October 7
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RBC Wealth also reorganized its private client group and appointed a new division head, and UBS named a market leader for its San Francisco business.
October 4
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Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.
October 4
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Since being first given the green light by regulators two years ago, there are now dozens of these new vehicles available on the market. But experts warn they carry inherent risks for investors.
October 4
