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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High-earning millennials and Gen-Zers now have two clearcut ways to pay down student debt — but with clarity comes a smaller margin of error.
June 30
Armstrong, Fleming & Moore -
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Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.
June 29
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John Evangelista took inspiration from his mother's financial plight to carve out a niche serving university employees.
June 29
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A new academic paper finds variable prepaid forwards to be much more effective than options collars with margin loans — even though they're more complex and less accessible.
June 29
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When asked to compare AI to movies, financial advisors are still optimistic about the ways it can help them. But there's a growing sentiment that bad actors could hijack things.
June 29
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There's a safe harbor for gift tax reporting, but the American Institute of CPAs recommends families educate themselves as the accounts go live July 4.
June 29
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John Wittelsberger is a financial advisor at Armstrong, Fleming & Moore. Prior to joining AFM in 2014, he interned with RBC Wealth Management in Maryland. He is a Certified Financial Planner.
June 29
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David Naffis is the founder and CEO of Adwave. A serial ad tech entrepreneur, David previously co-founded VideoByte (acquired by Kargo, 2023) and Remixd (sold to Global UK/DAX US). In 2014, he served as a Presidential Innovation Fellow applying AI to National Archives documents. He founded Adwave to bring TV's credibility advantage to Main Street businesses that couldn't previously afford it.
June 29
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The U.S. House bill aimed at protecting investors 65 or older or those who have a mental or physical impairment from fraud, has bipartisan support.
June 26
