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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It's key for an advisor to have a firm grasp of clients' long-term goals, how much they are spending now and how much they plan to spend in the future.
September 11
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The U.S. Government Accountability Office conducted a nearly four-year study. Here are the key findings from its exhaustive report.
September 11
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Whoever wins, '2025 is going to be a very interesting tax legislative year.'
September 11
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The recommendation relies on the "circular economy."
September 11
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Underlying U.S. inflation unexpectedly picked up in August on higher prices for housing and travel, undercutting the chances of an outsize Federal Reserve interest-rate cut next week.
September 11
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Vice President Kamala Harris sought to outline proposals on housing and a child tax credit, while former President Donald Trump highlighted an aggressive tariff plan.
September 10
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Tech-savvy firms have found it useful for tasks including marketing, note-taking, summaries, transcriptions, follow-ups and modeling.
September 10
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Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group say advisors need to stop depending on SOC 2 reports to measure a vendor's data security.
September 10
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A lawyer suing Wells and other firms argues the recent rate changes do nothing to repair harm already suffered by his clients.
September 10
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