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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A credit scare last month could have been a momentary blip, but financial advisors have always known there are a lot of risks in private investments.
November 5
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AI note-takers have become increasingly common among advisors. So has the use of wearable AI recording devices among the general population. What happens when the tables are turned?
November 5
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The share of test takers who pass the CFP Board's exam has risen significantly in recent years, but experts are divided on what's behind the change.
November 5
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Leigh White, CEPA, is founder and chief technology officer of Myriad Advisor Solutions. She specializes in AI, cybersecurity and technology solutions for financial advisory firms.
November 5
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Firms of all sizes have had to think through the compliance concerns and rank AI tasks in order of difficulty, ADVISE AI panelists said.
November 4
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Deal structure, transition plans and dog and pony shows represent only a few of the thorny difficulties involved with branching into an acquisition strategy, experts say.
November 4
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Woosung Chun is the Chief Financial Officer of
DualEntry , the AI-native ERP helping finance teams move from manual reporting to real-time visibility. He has deep experience in corporate finance, accounting, and strategic acquisitions, having previously built and led the M&A and Finance teams at Benitago, where he completed more than a dozen acquisitions in two years. A graduate of NYU Stern, he focuses on applying technology to modernize financial operations and redefine how controllers and CFOs work.November 4
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The exit of Hannes Hofmann comes amid continuing overhaul of Citi's wealth business and follows on the departure of its private bank's longtime global head Ida Liu.
November 4
