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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Mark Kingsriter is the fitness director for Wellbeats Wellness, a product of LifeSpeak Inc., the premier solution for on-demand, virtual wellness classes and programming for businesses, health plans, and other organizations. Wellbeats Wellness gives people of every age, interest, body type, and ability level the same opportunity to live a healthier life.
July 8
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Retirement advisors' confidence in the economy broke even in July, but a closer look shows rising anxiety.
July 8
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The Internal Revenue Service has stepped up efforts to combat dubious tax advice promoting schemes involving the Fuel Tax Credit, the Sick and Family Leave Credit, and household employment taxes.
July 8
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Firms that haven't been afraid of generous recruiting offers have shown the greatest growth in recent years.
July 8
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Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8
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Rob Burgess is a 45-time award-winning journalist who has extensive experience leading newsrooms and working in television, podcasts, radio, print and online.
Most recently, he was technology reporter for Wealth Management Magazine; editor of the Wabash Plain Dealer; news editor of NUVO; managing editor of the Indiana Lawyer; and city editor, opinion page editor and Editorial Board member of the Kokomo Tribune. He was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television.
July 8
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Leaders in wealth management name their top AI tools used every day in the workplace, from scheduling apps to automating content and slideshow presentations.
July 5
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Patrick Anderson-Higgins is Director of U.S. Carrier Solutions at Neuron Digital Trading, WTW.
July 5
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