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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Join us next month for a discussion on whether more clients should be in private markets, how advisors can explain the pros and cons of alternative investments, and just where crypto and digital assets belong.
May 12
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Chuck Greenblott, MHA, CRPC, CLTC, is founder of Power 10 Financial.
He is the author of six books on long‑term care planning and several published articles.
May 12
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Any RIA or advisory practice seeking to grow must weigh the price of its marketing efforts toward prospective new clients against the return on that investment.
May 12
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In Wells' latest big recruiting deal, two separate groups at Merrill are coming together to form Twin Harbors Private Wealth at Wells Fargo Advisors Financial Network, or FiNet.
May 12
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Defendants who've reached settlements with industry regulators complain their First Amendment rights are breached by orders forbidding them to talk about their cases.
May 12
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Ayo Akinyele is head of engineering at RippleX, where he leads the development of infrastructure and tools that enable institutional use of blockchain technology. His work focuses on advancing the XRP Ledger and building secure, scalable systems for tokenization, liquidity and decentralized finance.
May 12
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Allowing clients to surrender or lapse life insurance policies before gauging value on the secondary market amounts to a fiduciary fail, argues Cole Hallman of Citizens Life Group.
May 12
Citizens Life Group -
Jared Brown is the CEO and Co-Founder of
Hubstaff , a time tracking platform built for global teams. Hubstaff's platform helps more than 112,000 clients turn work hours into insights — with built-in productivity monitoring, payroll automation, and workforce analytics. Jared leads a fully remote team of more than 100 employees around the world and is a sought-after media expert on remote work, AI, and productivity. He is based in Atlanta, GA and is a graduate of Purdue University.May 11
