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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UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial advisors take the same route?
May 26 -
A McKinsey study highlights the growing financial power of investors who are women and underscores that financial advisors who ignore them risk missing out on a $10 trillion opportunity.
May 23 -
Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciated tool.
May 23 -
Abhishek Nagesh is vice president of regulatory policy oversight at Barclays. He has over 15 years of extensive experience in global banking and financial risk management.
May 22 -
The annual SmartAsset study reveals how the industry extends far beyond Wall Street's geography.
May 22 -
Xavier Oustalniol , CPA, CFF, CIRA, is a partner atStoneTurn and an expert in forensic investigations and compliance advisory. He focuses on complex forensic accounting issues, fraud investigations and prevention, and anti-corruption matters, and provides consulting services regarding damages analysis, securities class action litigations, arbitration, accountant malpractice and purchase price disputes, including providing expert testimony.May 22 -
Also this week, LPL picks up teams from Cetera and Ameriprise and Stifel draws from Merrill
May 22 -
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It would extend Trump's first-term tax cuts due to expire Dec. 31, along with new tax relief including raising the limit on deducting state and local taxes.
May 22