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 developing new digital tools like schedulers and AI note-takers are finding that starting out simple saves time and generates adoption.
August 7
-
Activist shareholders targeted 449 companies with mostly large market capitalizations.
August 7
-
Heirs and their financial advisors should start figuring out how to minimize the tax impact of the end of the so-called stretch strategy, experts said.
August 7
-
Nitin Seth is the co-founder and CEO of
Conversive . With over two decades of experience, he is a leading expert in powering rich Conversational Messaging experiences through SMS, WhatsApp, Facebook, and other messaging channels. Recognizing the overwhelming volume of irrelevant messages, Nitin is dedicated to transforming 'messaging chaos' into personalized, meaningful interactions. By leveraging AI and digital technologies, he empowers insurance, financial services, and other industries to create simple, effective, and personable customer engagements.August 7
-
The wealth management giant questions if there has ever been so large a civil sanction handed down in response to "negligent mistakes" made in an attempt to comply with "unwritten rules."
August 7
-
Joey Pizzolato is a reporter at American Banker, covering all things payments, including stablecoins, agentic AI,
buy now, pay later andearned wage access . He is based in New York.Prior to reporting on payments, Joey spent nearly six years covering auto finance as the editor of Auto Finance News, and has also covered the mortgage and housing industry, bank technology and marketing, state and federal regulation, fraud and the asset-backed securities market.
His work has earned him two Azbee Awards: One for investigative journalism examining the ease at which bad actors can obtain fraudulent employment verification needed to finance automobiles on social networks such as Facebook and Instagram; and one for enterprise news reporting that examined the lasting effects of inflation and COVID-19 pandemic on the subprime auto finance industry. In 2023, he was named a Goldschmidt FRED Fellow by the Society for Advancing Business Editing and Writing.
Joey holds a Master of Fine Arts from the Naslund-Mann Graduate School of Writing at Spalding University and a Bachelor of Arts degree from DePaul University.
Email Joey at
joey.pizzolato@americanbanker.com . Reach him on Signal at @joeypizzolato.25August 7
-
Fears — including running afoul of regulators or garnering ego-crushing reviews — have kept advisors behind the curve of an already ubiquitous marketing practice. Here's how advisors can play catch-up.
August 7
Indyfin Powered by WiserAdvisor -
While AI tools like ChatGPT are abundant, there's no guarantee compliance will approve it for office use. Here are some tips for getting new tech through the gauntlet.
August 6
-
Canned content can keep clients from reaching "FinCon 1" when something like Monday's market downturn can set them on edge. Here's how to plan it.
August 6
-
Gary Quinzel, vice president of portfolio consulting at Wealth Enhancement Group, gives his views about monetary policy and offers his opinion on the FOMC statement and Fed Chair Jerome Powell's press conference.
