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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The new business intelligence service uses several key performance indicators to help advisors decide how to best manage their talent and resources.
January 27
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An wealth management duo from Ohio chooses LPL's unit for direct employee advisors to found Moto Wealth Partners.
January 27
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Genady Chybranov is at the helm of Sigma Software's dedicated Banking, Financial Services, and Insurance (BFSI) Centre of Excellence, where he leads a specialized team equipped with deep domain expertise in financial services. The Centre of Excellence excels in practically implementing complex technology transformation programs within the industry, ensuring our clients achieve their strategic objectives effectively. With over two decades of experience in technology-driven transformation, Genady has honed a particular focus on data and AI.
January 27
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As valuations continue to rise across the industry, more firms are using compensation to invest in their top talent and future growth, Succession Resource Group says.
January 27
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Missed IRA RMDs can cost clients thousands, Vanguard research shows. But financial advisors can help erase tax penalties and avoid future ones with a few key strategies.
January 27
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Rather than investigate her claims against the head of the firm's wealth unit, the accuser claims that Citi's human resources turned its spotlight on her. Citi denies the claims.
January 27
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Agentic AI will continue to automate financial planner workflows — and that's a good thing.
January 27
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The Wall Street giant still is often associated with deposits, lending and checking and savings accounts. But it's among the throng of firms seeking to give clients easy access to both banking and investing services online.
January 26
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Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.
January 26
