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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Nancy K. Klotz, MD, MBA, FACP, is chief medical officer at Brighton Health Plan Solutions, where she is responsible for clinical strategy across the company's various business segments.
January 24
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The superstar player's decision to push back his record-breaking pay intrigued planners who pointed out a bevy of wealth-related questions.
January 24
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The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.
January 24
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Whitney Barkley-Denney is deputy director of state policy and senior policy counsel at the Center for Responsible Lending, which provides nonpartisan research, analysis and advocacy to create financial fairness and economic opportunity for all.
January 24
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The agency is adding new financial reporting and accounting requirements for SPAC deals.
January 24
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Florence Pourchet is CEO of CIB Latin America and head of CSR Americas, BNP Paribas.
January 24
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Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.
January 23
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Recruiters say the moves show how wirehouses will continue to fight an uphill battle as they struggle to keep experienced teams from moving on in the coming year.
January 23
