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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Robinhood Markets agreed to buy TradePMR, a custodial and portfolio management platform for registered investment advisors, as the online brokerage seeks to target a wider swath of wealthier investors.
November 19
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Jed Finn says the firm's wealth unit could easily meet its operating margin goals if it simply stopped spending money to support advisors. But it's not about to do that.
November 18
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The Zeplyn Meeting Assistant takes unstructured conversational data and turns it into notes.
November 18
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The numbers are getting murkier, and the politics with a slim majority in the House and the minutiae of Senate reconciliation rules look anything but easy.
November 18
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Even if Donald Trump's second term spells trouble for climate-minded stocks, analysts say investing in energy infrastructure is still a safe bet.
November 18
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Sanket Das heads the distribution management practice at a Big 4 consulting firm. He is an industry thought leader and often speaks on topics related to insurance and sales performance management (SPM). With nearly 15 years of experience in the insurance space, Sanket tackles complex issues around distribution and producer management, AI, data, actuarial valuation, and agent compensation. He holds a master's degree in actuarial science from NMIMS. Connect with Sanket on
LinkedIn .November 18
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Experts and advisors say they are cautiously optimistic about the future of small caps in the coming years.
November 15
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Satayan Mahajan is CEO of
Datalign Advisory , an AI-enhanced platform that enables one-to-one matches between consumers seeking a financial advisor and advisory firms.He is an experienced entrepreneur; a frequent guest lecturer in the field of product design, innovation and entrepreneurship; and holds several patents in blockchain, artificial intelligence and natural processing.
November 15
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More planners are dropping their FINRA registration but keeping some ties to independent wealth management firms once thought to be in a different channel.
November 15
