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 dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset management firms are responding.
May 14
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A new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts. Financial advisors say the trend offers plenty of benefits, but it isn't without its pitfalls
May 14
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While recent Financial Planning research found many firms have only a single-digit percentage of their tech budgets allocated to AI, three-quarters of those surveyed said they plan to spend at least somewhat more in the next year.
May 14
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Wealthy Americans and business investors are among the big winners while targets of Trump's ire such as immigrants and elite universities were hammered.
May 14
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Stephanie Miller is
SAP 's global vice president for finance, risk and quote-to-cash. She has over two decades of experience driving customer success while simultaneously building and leading high-performing teams. She is focused on establishing trusted relationships with finance executives to help them identify, prioritize and deliver on business outcomes.May 14
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Tom Madonna is vice president of
SAP America 's North American industry advisory for services and financial service industries.May 14
