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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Older Americans are worried about when to claim Social Security. Financial advisors need to have much different conversations with their younger clients.
June 24
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The fintech firm's plans could herald an increase in public filings after a protracted lull in IPOs.
June 24
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Patrick Funke & Associates' decision to join Commonwealth Financial Network suggests that despite its pending purchase by LPL, Commonwealth still appeals to advisors seeking a smaller setting.
June 24
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Word-of-mouth endorsements still pack a punch, but after prospects identify a trusted referral, they then verify online — here's how to be prepared.
June 24
Mitlin Financial -
Meghan Loomis is a principal with Baker Tilly's digital solutions practice. She has spent her career helping clients drive back-office transformations using technology as an enabler of change. During her time with Baker Tilly, she has championed and led the research, development and growth of several key technology alliances. She drives transparent communication in building new relationships and works to ensure mutual benefit and success.June 23
