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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You've heard the possibilities and seen the power of AI in action—but real transformation depends on more than great technology.
October 29
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Your clients increasingly expect customized solutions across all their products.
October 29
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If your business had an extra 8,000 hours, what would you do with it?
October 29
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Ian Vacin is co-founder and chief partnerships officer atKarbon and is co-author ofScale with Purpose: The Service Entrepreneur's Guide to Intentional Growth . He has nearly three decades of leadership experience in technology and accounting with Karbon, Xero and Intuit, and is passionate about helping accounting professionals be as successful as possible so they can better serve the small businesses they support.October 29
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The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can shave hours off the production of plans, stock analyses, even web pages. But at least one advisor remains skeptical.
October 29
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From prep to follow-up, AI is redefining the way advisors engage with clients—and streamline operations.
October 29
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As AI becomes more deeply embedded in wealth management, many firms are deploying both internal chatbots and AI agents—
October 29
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Client documents—wills, tax returns, insurance policies, trusts—are packed with valuable information,
October 29
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Content is still king—but now, AI can help you create it faster, better, and more consistently.
October 29
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Morgan Stanley acquires EquityZen, a private share trading platform, expanding its offerings for fast-growing startups.
October 29
