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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In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting Kestra financial advisors.
February 3
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Artificial intelligence tops the investment priority list for family offices globally, a survey from JPMorgan's private bank shows, though allocations lag and remain concentrated in public equities.
February 3
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An extremely large proportion of people trust AI with financial information and guidance, probably more than they should.
February 3
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Michael Abbott is the Banking & Capital Markets Industry Group lead at Accenture.
February 2
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Michael Abbott founded Composite Software in 2001 and drives the technical vision of the company at the CTO. Prior to founding Composite, he was CTO and EVP of Electron Economy, a supply chain software company named to Upside's list of Top 100 companies of 2001. He has published widely and speaks regularly on database and XML topics and participates in a JSR Expert Group, is on the XML Query Working Group at the W3C, has served the President of the Silicon Valley BEA Users Group and was the founder/chair of the XML Sig for the Software Development Forum for the past three years.
February 2 -
Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may supplant them. Here's how advisors on the ground see it.
February 2
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NewEdge Advisor's recruiting win from Ameriprise is the third recent big win for the New Orleans-based company.
February 2
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William Lacy Clay Jr. is a senior policy advisor at Pillsbury Winthrop Shaw Pittman LLP. He represented Missouri's 1st Congressional District in the House of Representatives from 2001 to 2021. He served as the ranking member on the House Financial Services Subcommittee on Financial Institutions and Consumer Credit in the 115th Congress.
February 2
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With more than $12 trillion in assets, the company led by CEO Salim Ramji is pressing its advantages of scale in a rapidly consolidating, commodified industry.
February 2
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As more financial advisors near retirement without clear succession plans, some RIAs are turning to ESOPs and Section 1042 rollovers to exit on their own terms.
January 30
