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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Recent studies have shown that clients and prospects want human authenticity, even as AI tools become more prevalent in firms' workflows.
March 31
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Cynthia Overby is Director, GTM strategic security solutions at Rocket Software, a global technology leader in modernization solutions for enterprises running critical IT systems.
March 31
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Daniel E. Coates retired from the Federal Housing Finance Agency in 2024. Prior to his retirement, he served as the acting chief of staff and the deputy director in charge of the agency's division of research and statistics.
March 31
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Financial advisors and estate planning attorneys say arrangements can be as simple or complex as clients want them to be, but pet trusts are often the best option.
March 30
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As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost and complexity of building it in-house.
March 30
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Rare book collectors can sometimes see a healthy return on an investment, but advisors and other experts say the market is illiquid, and volatile — and books require careful storage and preservation.
March 30
