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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Subscribers can earn one CE credit toward recertification by successfully passing the monthly 10-question quiz that tests general knowledge of financial planning.
July 24
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Raymond James posted record client assets, continued strong advisor recruiting and rolled out its proprietary AI assistant in a strong third quarter.
July 23
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Mark Klein holds the position of Chief Digital Officer (CDO) and is the member of the Board of Management at ERGO Group AG responsible for digitalisation, marketing and global partnerships. Having previously held senior positions in the telecommunications industry – including at Vodafone and Deutsche Telekom – he has been driving ERGO's digital transformation since 2016. His goal is to systematically transform ERGO into a digital-first company. Under his leadership, ERGO has made significant strides in digitalisation, notably by leveraging technologies such as artificial intelligence, voice technology, robotics, virtual reality and process mining. In addition, the strategic partnerships he has forged with leading global technology companies enable him to evaluate the latest digital trends. In terms of marketing, his focus is on strengthening the brand, enhancing customer experience and optimising performance marketing strategies to maximise ROI through data-driven campaigns. Through an innovative social media strategy, he strengthens the brand's visibility across digital channels.
July 23
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At Diversified Trust, the former CEOs aren't a problem. They're part of a strategic leadership change.
July 23
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More than half of Americans in their 40s are considered the "sandwich" generation, supporting both their aging parents and raising kids. Here is how financial advisors can support them.
July 23
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Dymah Paige is a director analyst with the finance practice at
Gartner , supporting the CFO Personal Effectiveness KI. She is a thought partner for CFO clients, advising them on strategic leadership, effectiveness, capital management and external stakeholder management, with a special focus on board and investor relations.July 23
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Advisors can help clients to diversify their stock portfolios, maximize growth and defer taxes with this increasingly popular method for harvesting losses.
July 23
