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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The FPAi Authority offers demos, guidance and insights to help planners adopt AI effectively in their practices.
January 13
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Corporate tax rates vary widely by state, affecting client business decisions around relocation, expansion and growth planning. Here's how the landscape is changing in 2026.
January 13
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Omuso D. George is president and CEO of the Association of Military Banks of America. He is a retired U.S. Army brigadier general.
January 13
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The massive intake preceded the BNY-owned custodian's rollout of a new financial advisor matchmaking service aimed at conversions from institutional clients.
January 13
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The megabank sees its asset inflows swell by 14% while reporting greater numbers of client advisors and private bank advisors.
January 13
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Wells Fargo stands out among wirehouses with FiNet, its dedicated channel for independent advisors. Wells Fargo Advisors head Sol Gindi says this structure gives the firm a competitive advantage rivals will find difficult to replicate.
January 13
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Jeff Corbin is a Principal in
Staffbase 's Strategic Communications Practice Group. For the better part of his 25+ year career, he was CEO of KCSA Strategic Communications, a New York City based consulting firm. He is better known for being one of the U.S. pioneers in the use of mobile technology for internal communications - he was the founder and CEO of APPrise Mobile and theEMPLOYEEapp which was sold to a private equity firm.January 12
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The justices are scheduled to resolve disagreement among lower courts over whether market regulators can order fraudsters to repay ill-gotten gains to victims.
January 12
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A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say human oversight is still essential.
January 12
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