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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Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.
May 13
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Louis C. Bernardi is the founder and benefit optimization officer at BritePath.
May 13
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To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.
May 13
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Like 2023, 2024 has been good to Edward Jones. The St. Louis-based firm finished the first quarter with higher revenues and more financial advisors on its payroll.
May 10
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The mammoth coup far outpaces other recruiting deals of recent memory.
May 10
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Sean Brown is the CEO and president of YCharts, an investment research platform.
In his nearly 30-year career, his focus has been on financial services and software. He has been an executive at several startups, private equity-backed firms and public companies. He is a Notre Dame and Stanford University graduate.
May 10
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Despite the apparent decline, the independent broker-dealer giant remains one of the leaders in advisor recruiting and merger and acquisition deals.
May 10
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Many factors can influence the timing of a person's retirement, but new research shows nothing comes close to health problems.
May 10
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Only 46% of Americans now say they expect to work full-time after age 62 — the lowest percentage in a decade.
May 10
