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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From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.
December 30
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Dr. Marla McLaughlin serves as chief medical officer at Apree Health, the parent company of Castlight Health and Vera Whole Health. With decades of experience as a primary care physician, she partners with employers to design high-value benefits strategies that combine advanced primary care and digital navigation, driving measurable ROI while improving employee health outcomes.
December 29
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Mary Kate Gulick's case was dismissed with prejudice, a year after the case's allegations against a major RIA drew significant attention across the industry.
December 29
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Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.
December 29
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Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.
December 29
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The loss of a $129 billion team for Merrill set the high-water mark in a year that also saw the departure of huge teams from UBS, JPMorgan, Wells Fargo and Oppenheimer.
December 29
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Thomas Rauschen is Global Industry Lead for CGI's insurance sector, where he helps strengthen the company's role as a trusted partner to insurers worldwide. With 20+ years of leadership experience across financial services, insurance and consulting, he brings deep expertise in strategy execution, business transformation, and operational excellence — guided by a strong focus on technology innovation. Drawing on a global perspective shaped by work across property and casualty, life and health, reinsurance, and brokerage markets, Thomas delivers strategic insights that help clients achieve measurable results.
December 26
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Treasury Secretary Scott Bessent outlined how Trump accounts could be opened, managed and used for children's savings and future retirement. Here's what advisors should know.
December 26
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Madhu Nadig is the co-founder and CTO of
Flagright , a provider of transaction monitoring and AML compliance software.December 26
