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.
-
Earn an hour of credit toward industry certifications by successfully completing and submitting the self-guided continuing education quiz.
December 24
-
-
A new survey from DeVoe & Co. suggests a big shift in what RIA firms need today in order to attract potential acquirers. (Hint: It's no longer just superstar advisors.)
December 23
-
As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
December 23
-
Agim Emruli has over 20 years of experience in software development, architecture, and leadership, working with different technology-oriented companies in various industries, such as finance, banking, insurance, government, healthcare, and retail. He is passionate about creating and delivering innovative and scalable solutions that address complex business challenges and enhance customer experience. As the CEO of Flowable, he leads the development and growth of the open-source Intelligent Business Automation platform that combines case, process, and decision support into a single solution. He also oversees the strategic direction and operations of Mimacom, a global software development and consulting company with a focus on agile methodologies and web services.
December 23
-
Even as markets sometimes touched all-time highs, there was a general feeling of uncertainty among advisors and clients. Experts say that's why several tried-and-true strategies became more attractive this year.
December 23
-
The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.
December 23
American College of Financial Services -
Rebecca Liebman is co-founder & CEO of LearnLux, the leading workplace financial well-being provider.
December 22
-
Overspending, liability risk and emotional strain. Clients who ignore advice can jeopardize their own finances and create real challenges for advisors. But a few key strategies can help limit the damage.
December 22
-
While the term "financial supermarket" may have gone out of fashion, firms still see opportunity to boost profits and keep clients loyal by blurring the lines between banking and wealth management.
December 22
