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.
-
-
Firms like Morningstar and Savvy Wealth share their experiences in building guardrails around AI tools to prevent them from giving risky advice or creating regulatory concerns.
August 26
-
-
The former Amazon project manager now caters his firm to serving tech professionals.
August 26
-
The arbitration decision comes more than a year after SW Financial was expelled from the industry for violating Regulation Best Interest.
August 26
-
New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.
August 26
-
Naish Berran is senior sales executive director, INSTANDA for North America. He has spent more than a decade in the insurance technology and software industry and is responsible for business development initiatives at INSTANDA. Naish, his wife and two young daughters live in the Greater Philadelphia area, where he is a die-hard Philadelphia sports fan. Naish earned a bachelor's degree in business administration from Bloomsburg University. He can be reached at Naish.Berran@Instanda.com.
August 26
-
Millionaires only accounted for 0.22% of total returns filed this year for the 2023 tax season.
August 26
-
-
Several advisors answered the call with their strategies for tackling this potentially sticky situation.
August 23
