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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Many advisors will have to produce more this year to make the same take-home pay as last year, Financial Planning's annual analysis finds, with low producers under pressure to move up the revenue ladder or move on.
April 29
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The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
April 26
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Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
April 26
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Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
April 26
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The flood of money into exchange traded funds does little to help most wealth managers who used to reap hefty fees from actively managed mutual funds.
April 26
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The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
April 26
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Gary Coffey is the chief technology officer at
Spectrum.Life and has over 15 years' experience in technology and has worked in many sectors ranging from Healthtech, Fintech, gaming, AdTech, media, digital advertising, manufacturing and banking. He returned to Ireland in 2022 after living in Berlin for eight years, working in companies such as Bombardier and most recently in the media & gaming sector for Media Games Invest and Gamigo, where he held a leadership position as group chief technical officer. Gary uses his expertise in all areas of technology and business – from product development, data, M&A, commercial transformation, content & design and has a passion for building motivated & energetic technology teams.April 25
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Harriet Christie is chief operating officer of Mirrorweb, a communications archiving solution based in Manchester, U.K.
After graduating from the University of Sheffield in 2010, she entered the tourism sector, starting as an accounts executive at LateRooms.com, earning the title of global accounts manager within three years. She occupied this role for a further five years before joining
MirrorWeb .April 25
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The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
April 25
