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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AI can transform how your firm operates, engages clients, and delivers advice—but all of that progress can unravel if you aren't compliant.
October 29
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AI is redefining what's possible in financial planning and wealth management, empowering advisors to deliver advanced planning services—like tax,
October 29
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A penny-ante approach to allocating digital assets may not be as risk-averse as it sounds.
October 29
Franklin Templeton Investment Solutions -
If someone asks ChatGPT or other AI tools for the best advisor in your city, would it mention you?
October 29
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Join us for an engaging session with two industry leaders as they discuss top technology and business priorities shaping today's wealth firm.
October 29
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Max Gokhman is deputy CIO for Franklin Templeton Investment Solutions, responsible for leading global investment research, including quantitative, fundamental and manager research teams. Previously, he was president and CIO of the startup asset manager AlphaTrAI and before that, head of asset allocation at Pacific Life Fund Advisors. Prior to Pacific Life, he was a portfolio manager with Mellon Capital's multiasset group and a founding member of Coefficient Global, a quantitative macro hedge fund.
October 29
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During the opening session of Financial Planning's second annual ADVISE AI Conference, the chief financial planning nerd at Kitces.com took stock of where advisors are, and aren't, adopting the technology in their practices.
October 28
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Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.
October 28
