In|Vest West 2018 Direct

Owen Wheatley is the lead partner on banking and financial services at ISG.

The new awards program will honor innovators who are developing and implementing technology that is moving the wealth management industry forward.

A planner needn't be an expert on all things estate planning to strengthen client relationships and expand holistic offerings.

Investors poured cash into exchange-traded funds last month. Here are the biggest winners.

Survey results from the payment processing firm AdvicePay suggest fee-for-service models for financial planning continues to grow.

To protect their own talent pipeline, financial companies need to make sure that they're not only protecting the entry-level roles that AI threatens to take over, but getting the enthusiastic buy-in of the people most likely to be affected, according to experts from Fiserv, Segpay and Featurespace.

Just like the evolution of subscription-based models for Netflix and Disney, advisors are finding the cost to use cloud-based services has increased, driven in part by rapid developments in AI by tech giants like Nvidia and Google.

Randell Leach is the CEO of Beneficial State Bank, a state-chartered, federally insured and for-profit bank whose economic rights are majority-owned by the nonprofit Beneficial State Foundation, which is in turn permanently governed in the public interest.

Kinecta Wealth Management, the wealth arm of Kinecta Federal Credit Union, will switch firms by the end of the year.

Jason Walker is cofounder at Thrive HR Consulting, a minority-owned HR advisory that provides value-based HR support for mergers and acquisitions, C-Suite executive coaching, employee relations, DEI and belonging, performance management, employee engagement, and talent acquisition.