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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Join us for a lunchtime talk with Maria Elena "Mel" Lagomasino, CEO and Managing Partner of WE Family Offices, about leadership in the growing family office world and what it means for financial advisors.
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Cerulli projects independents and hybrids to control nearly a third of intermediary asset market share by 2027.
November 1
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The deal, which closed Oct. 31, adds 17 financial advisors and marks the RIA acquirer's fourth purchase under its new ownership.
November 1
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Called Knowledge Hub+, the new learning platform curates insights from more than 30 academics, industry innovators, financial planning experts and practice management leaders.
November 1
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Take part in a discussion of the source of business that's open to only a select number of firms selected by the giant custodians.
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Brand is more than logos, color palette and images — it's a consistent effort that encompasses every client-facing aspect of your practice, says this marketing expert.
November 1
Commonwealth Financial Network -
The tech billionaire wants the former Twitter's users to manage all of their finances on the site — the sooner, the better.
October 31
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From fielding self-harm threats to handling family estate feuds, here's how an advisor can productively intervene with ultrawealthy families.
October 31
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Only one state — Minnesota — has so far adopted the new policy.
October 31
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President Biden has directed government agencies to develop new rules on protecting privacy and security, preventing intellectual property theft, reducing bias and more in banks' use of artificial intelligence models.
October 31
