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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Most advisors said they see AI helping streamline internal workflow functions, but very few trust it to make financial decisions.
May 14
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Advisors are faced with cutting-edge tech that will reshape the industry, as well as questions about its reliability.
May 14
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A newly proposed rule would require firms to verify customers' ID information and check it against government lists of terrorists and criminals.
May 13
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Richard Loebl is senior counsel in the Employee Benefits practice at Seyfarth Shaw LLP. He focuses his practice on the areas of employee benefits and executive compensation. He has worked extensively on questions related to fiduciary responsibility and has experience litigating fiduciary responsibility claims.
May 13
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Marc Fosse is a partner in the Employee Benefits practice at Seyfarth Shaw LLP. He counsels clients in the design, implementation, and operation of domestic and international executive nonqualified and supplemental deferred compensation plans, as well as equity-based and other long-term incentive compensation arrangements.
May 13
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There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?
May 13
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Kathy Kraninger is president and chief executive officer of the Florida Bankers Association. She served as Consumer Financial Protection Bureau director from 2018 to 2021.
May 13
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Chris Touchton is president of itel, a data and technology company supporting the property insurance claims process. He has more than 20 years of experience in property and casualty insurance.
May 13
