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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There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?
May 13
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Kathy Kraninger is president and chief executive officer of the Florida Bankers Association. She served as Consumer Financial Protection Bureau director from 2018 to 2021.
May 13
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Chris Touchton is president of itel, a data and technology company supporting the property insurance claims process. He has more than 20 years of experience in property and casualty insurance.
May 13
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Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.
May 13
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Louis C. Bernardi is the founder and benefit optimization officer at BritePath.
May 13
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To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.
May 13
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Like 2023, 2024 has been good to Edward Jones. The St. Louis-based firm finished the first quarter with higher revenues and more financial advisors on its payroll.
May 10
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The mammoth coup far outpaces other recruiting deals of recent memory.
May 10
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Sean Brown is the CEO and president of YCharts, an investment research platform.
In his nearly 30-year career, his focus has been on financial services and software. He has been an executive at several startups, private equity-backed firms and public companies. He is a Notre Dame and Stanford University graduate.
May 10
