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.
-
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
May 27
-
Subscribers to Financial Planning can earn one continuing education credit toward recertification by successfully completing the 10-question quiz.
May 27
-
-
-
Dennis Gannon is a vice president analyst at
Gartner who works with research teams to address the shared challenges of finance leaders and bring that research to life in one-on-one and group interactions with Gartner clients. He is a regular presenter and keynote speaker at Gartner conferences and facilitates dozens of executive roundtables with CFOs and other finance leaders every year.May 27
-
Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.
May 27
FAANetwork, CoPlanning Financial -
-
Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.
May 26
-
-
