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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AI, luxury goods and geopolitical shifts have buoyed several people above the threshhold.
May 17
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With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.
May 17
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A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.
May 17
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More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.
May 17
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UBS reportedly planning to appoint investment bank chief Rob Karofsky to lead its U.S. business, where he'd focus on expanding into the U.S. wealth market.
May 16
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Brokerages and industry lawyers say the conduct standard's key provision is its requirement that advisors consider alternatives to risky and expensive investments.
May 16
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AI has become a crucial part of the conversation for wealth managers, as firms such as Goldman Sachs, Morgan Stanley and Citigroup consider how to deploy the technology.
May 16
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Sam Chang is a wealth advisor with Thrivent, a Fortune 500 financial services organization committed to helping people lead lives of service and faith.After immigrating to the United States when he was 5 years old, he had a 16-year career on Wall Street before joining Thrivent. He's passionate about helping people of all backgrounds use their money as a tool to lead a life of higher purpose.
May 16
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Cindy Hannafey is a managing director at
UHY Consulting . She provides portfolio, program and project management; software selection and digital transformation services; post-merger integration; and operational and financial process optimization services to client companies.May 16
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The ESG closure rate is far outpacing last year.
May 16
