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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Chris Stephenson is managing director of intelligent automation and AI at
alliantgroup and was previously a managing principal at Grant Thornton. He uses his 25+ years of entrepreneurial and consultative experience across various sectors to help small and midsized businesses implement the latest AI solutions.June 18
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Cara Houser is a career transition coach, and author of Burned Out to Lit Up: Ditch the Grind and Reclaim Your Life.
June 18
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Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.
June 18
Deane Wealth Management -
Recent research may suggest private credit doesn't produce great returns after fees and risks are taken into account, but wealth managers still see a case for using it and other alternatives to move beyond the 60-40 portfolio.
June 18
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Survey results suggest alternative investments like private equity and private credit are already popular among advisors and becoming only more popular.
June 18
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Residents with high earnings in these 20 states get a bigger break on their taxes, paying a smaller percentage of their income.
June 18
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Stephen is the founder & CEO of Journey, the leading proactive mental health solution for modern companies. Journey was founded with the mission to help all people live happier, healthier, less stressed lives. They've work with wide range of organizations from Walgreens, L'Oreal, Disney, and Nike, to the Harlem Children's Zone, Georgetown University, and the Anti-Defamation League.
June 17
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More high-tech vendors are entering the market, making it harder for wealth management firms to keep a long-term relationship with third parties.
June 17
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Curiosity and a willingness to slay sacred cows made Barry Ritholtz into one of the financial industry's sharpest — and sharpest-tongued — analysts.
June 17
