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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In sessions at last week's Morningstar conference, Dimensional Chairman David Booth, "Unreasonable Hospitality" author Will Guidara and behavioral finance experts shared tips on how financial advisors can provide valuable coaching to clients.
June 24
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The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with wealthier investors will have to up their games.
June 24
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For the truly rich, artificial intelligence can't compete with human advisors in handling many of their needs, according to a report from HSBC Holdings.
June 24
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The Carefull tool integrated into Edward Jones accounts aggregates client accounts and monitors for fraud or mistakes.
June 24
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Jasmin Guthmann is a strategist, storyteller, and executive leader operating at the forefront of business transformation and modern technology. As Community Chair and former Executive Board Member of the MACH Alliance, she empowers organisations to cut through complexity and drive tangible outcomes through clarity, creativity, and composable thinking.
June 24
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Saying nothing is a dealbreaker. An RIA founder shares proven marketing strategies to show sincere support for LGBTQ goals.
June 24
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Charity Karanja is an attorney at Butler Snow LLP in the Public Finance, Tax Incentives and Credit Markets Group. She holds the Development Finance Certified Professional (DFCP) designation through the Council of Development Finance Agencies (CDFA). She is recognized as one of The Bond Buyer's 2025 Rising Stars and has the distinction of being one of six women in the nation named to the 2024 Class of the Caren S. Franzini Fellowship, a merit- based program by the CDFA Foundation, recognizing outstanding women in development finance for their leadership and dedication to the advancement of the industry.
June 23
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Tray Hairston is an attorney at Butler Snow LLP in the Public Finance, Tax Incentives and Credit Markets Group. He holds the Certified Economic Developer (CEcD) designation through the International Economic Development Council (IEDC) where he serves on the Board of Directors. He is recognized as one of The Bond Buyer's 2018 Rising Stars and has structured more than $3 billion in transactions.
June 23
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Millennials and Generation Z, as they begin accepting generational wealth, show a growing preference for tax-advantaged donor-advised funds.
June 23
