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 pace of AI innovation is relentless, leaving many wealth management leaders struggling to separate the hype from what truly delivers value today—
October 28
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Larry Sprung wasn't looking for love (authors), but he wound up finding a great set of clients.
October 28
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Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.
October 27
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The choice of buyer and the price get the most attention, but a possible merger of equals and the technology side of the transition could loom large in the strategy.
October 27
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The Swiss wealth management giant says many of its U.S. clients now "largely rely on other banks for their everyday banking needs."
October 27
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Jeff Lipton is The Bond Buyer's Market Intelligence Analyst. He brings over 25 years of experience in municipal credit and market strategy, to the role, most recently as Managing Director and Head of Municipal Credit & Market Strategy at Oppenheimer & Co. Inc. He previously held leadership roles at MetLife, Neuberger Berman, and Robeco, and is widely recognized in the financial press for his commentary and thought leadership across the municipal finance landscape.
October 27
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Nearly half of advisors are considering adding this service, according to the Financial Planning's October Financial Advisor Confidence Outlook.
October 27
