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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Agentic AI will continue to automate financial planner workflows — and that's a good thing.
January 27
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The Wall Street giant still is often associated with deposits, lending and checking and savings accounts. But it's among the throng of firms seeking to give clients easy access to both banking and investing services online.
January 26
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Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.
January 26
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Money News Network CEO Nicole Lapin and her RIA collaborators are building direct services through her growing base of readers, viewers and listeners.
January 26
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Chuk Okpalugo is the founder of Stablecoin Blueprint, an independent research and education initiative. He also serves as editor of Money Code, a stablecoin-focused newsletter published by This Week in Fintech.
January 26
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Sarah Biernbaum is the director of business development at Choice Mortgage Group
January 26
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The inquiry into the now-defunct Credit Suisse's former dealigns with Nazis comes as UBS pushes to build its U.S. wealth business working with wealthy clients.
January 26
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Venkat is a senior manager in the Tax Technology and Transformation practice of Ernst & Young LLP (EY US), where she helps to define the digital strategy for the US firm's indirect tax platform and wider innovation agenda. Drawing on deep experience in AI, data engineering and cloud architecture, she leads cross-functional teams that translate complex tax requirements into agile, client-ready solutions, keeping EY US at the vanguard of tax modernization. Venkat works with tax executives to build enterprise-scale data lakes and embed agentic automation for real-time insight, reinforcing trusted delivery to businesses worldwide. She holds an MS in Information Management from Syracuse University and a B.Tech in Information Technology from Anna University.
January 26
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The record pay package for the Goldman CEO comes after a year of soaring profits for the firm's investment bank.
January 26
