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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Safety vetting generative AI in your techstack while anticipating regulatory changes can boost advisor productivity while giving firms a competitive edge.
May 30
AdvisorEngine -
Relationships with vendors can make or break an advisor's business; FINRA officials and industry experts discuss best practices.
May 29
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The 2022 retirement law aims to help workers pay off their student debts and save for retirement. Can it do both? It's complicated.
May 29
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The products carry more risk and subtleties than the underlying notion of a simple 'glide path' to retirement.
May 29
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The regulatory consultant Hearsay Systems found that financial professionals have increased their production of online videos by nearly threefold. That doesn't mean the message is getting through to the intended audience.
May 29
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There's a new method of counting defined contribution retirement plan participants that can make a big difference for clients.
May 29
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Fintech Flourish topped $5 billion in assets under custody and is launching into fee-based annuities; CEO Max Lane said he's learned a lot about the importance of data integration along the way.
May 29
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Jess Vento is senior director of accounting at
LeaseCrunch , lease accounting software to help transition, account for and maintain leases in compliance with lease accounting standards ASC 842, GASB 87, GASB 96 and
IFRS 16.May 29
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The research-driven program recognizes RIAs with superior company practices, programs and benefits.
May 29
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The research-driven program recognizes brokerages with superior company practices, programs and benefits.
May 29
