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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CEO Paul Shoukry took a swipe at big private equity-backed acquirers, saying in an earnings call that most advisors want to be at firms "where they're not going to have to have another disruption in three to five years."
January 29
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Red flags may abound, but so do arguments for an extended equities streak. Keeping clients on an even keel is crucial.
January 29
Wealth Teams Alliance -
Rebecca Niehus is a Strategic Analytics Advisor at
Truven by Merative . She has over 15 years of experience working with healthcare data in data management, product management, and analytics. She has worked extensively with employers to identify population health and savings opportunities, measure outcomes, and recommend future strategy.January 28
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The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.
January 28
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Social media platforms can change quickly (case in point: X). In response, advisors who may instead choose to rely on their own communication channels.
January 28
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Stifel CEO Ron Kruszewski said a surge in advisor recruiting and record wealth management results could lead the firm to invest even more in hiring in 2026.
January 28
