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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Analysts say that firms that are forced to start paying clients higher rates may have to raise their advisory fees and cut costs to make up for the revenue losses.
August 22
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These firms ramped up their ranks through recruiting and M&A deals at notable rates over the past decade — even as the channel experienced record growth.
August 22
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Jasen D. Hanson is a shareholder in the Tax Controversy and Litigation Group at
Chamberlain Hrdlicka in Atlanta. He helps high-net-worth individuals and closely held family entities resolve issues before the Internal Revenue Service and Department of Justice – Tax Division, from examination through appellate court review.August 22
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Alfred Nobel was the inventor of dynamite and founder of the annual prizes.
August 22
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Ellen Rudolph is Cofounder and CEO of
WellTheory . Launched in 2022, WellTheory was born out of Ellen's autoimmune journey and the systemic shortcomings of traditional healthcare she encountered along the way.August 21
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However, financial advisors have been trying to ease client fears by taking a longer view.
August 21
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One of the most successful recruiting firms in recent years, LPL again finds happy hunting grounds at its rival giant in the independent brokerage channel.
August 21
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The industry's growth has set records in the number of firms, client assets and M&A deals. These firms stand out from their peers, though.
August 21
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Both presidential candidates have floated it, and there are benefits for both workers and employers — though not always how you'd expect.
August 21
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The Federal Trade Commission says it's weighing a likely appeal of the ruling.
August 21
