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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Getting clients to focus on a longer time frame for their investments can be challenging in the age of micro attention spans and instant gratification.
September 20
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Leading advisors and tech experts will answer questions on how to keep AI in regulatory check and demonstrate new tools to ramp up compliance and fraud oversight at Financial Planning's quickly approaching ADVISE AI conference.
September 20
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LPL, JPMorgan and Bank of America Private Bank were also among the recruiting winners this week.
September 20
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Most firms are limited liability corporations these days, but a significant chunk of older firms are c-corporations. Experts share the key factors involved with the options.
September 20
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Lower interest rates are just one of many factors weighing on the $1.7 trillion market for private debt.
September 20
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The money managers slashed their support of ESG shareholder proposals amid a Republican-led backlash against sustainable investing.
September 20
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These two demographics are expanding their wealth and savings, despite economic challenges that cut across their age groups.
September 20
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Brooke DeWyze is the Chief Development Officer for
PCF Insurance Services . She is responsible for driving M&A strategy, forging industry partnerships, enabling acquisition growth, and cultivating relationships with prospective agencies and key stakeholders. Brooke also leads due diligence processes.September 20
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Cloud-based, password-protected accounts are becoming increasingly important for advisors to discuss with clients during the planning process.
September 19
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Casey Jorgensen is the head of the Dynasty Institute for Adaptive Leadership (DIAL) at Dynasty Financial Partners, where she helps leading wealth management firms improve efficiency, growth and margins.
She played a key role in expanding DIAL's programs and the Dynasty Women's Network. Previously, she was a business development strategist at Raymond James, focusing on advisor coaching and succession planning. Her insights have also appeared in Barron's and AdvisorHub, and she's a frequent speaker at industry events. She is also active in her community and holds a BA in business administration, CFP, whole family advisor associate and registered corporate coach designations.
September 19
