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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Despite looming concerns, only 32% of retirees said they work with a financial advisor, according to Schroders' 2026 U.S. Retirement Survey.
May 19
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The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.
May 19
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Firms with big recruiting loan balances are often the ones with the most success hiring advisors from industry rivals. But the numbers also suggest they're offering increasingly generous deals.
May 19
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Deepinder Gulati is chief product & AI officer at Nayya, where he leads product, engineering and AI for a benefits intelligence platform serving over 4 million employees. He has spent two decades in product and AI leadership across financial services and health tech, including senior roles at American Express, Bankrate, Zocdoc, and Beam Benefits.
May 18
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Financial planners who joined the Transparent Advisor Movement's first "Flat Fridays" meetup touched on the difficulty of explaining the industry to consumers.
May 18
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The Securities and Exchange Commission rescinded a policy Monday requiring defendants in settled enforcement actions not to publicly deny the SEC's allegations.
May 18
