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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In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.
September 18
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States from Utah to Maryland are getting tough with residents who register vehicles elsewhere to avoid taxes and fees at home.
September 18
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As college costs rise, some clients who fear their children taking on early debt make too much to qualify their children for aid, but not enough to pay for school outright.
September 18
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With three years of market appreciation buoying most advisors' revenue generation, Morgan Stanley says: Produce a bit more or see a small pay cut.
September 17
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Brokerages applaud a new rule that will relieve them of the obligation to monitor advisors' side gigs such as driving for Uber or bartending. But regulators say they still have plenty of obligations to monitor outside business activities.
September 17
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David studied Accounting and Economics at Loyola University Chicago and later deepened his expertise at MIT, focusing on Data and Economic Policy. He was the innovator behind Deloitte Cortex, Deloitte's flagship analytics platform, and previously led software innovations at both Deloitte and Synchrony Bank. With a strong technical background in machine learning and large language models (LLMs), David drives the development of Abacus' products and infrastructure. Today, he guides the company's vision, product strategy, and enterprise AI innovation across regulated industries.
September 17
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A new Vanguard and Escalent survey finds advisors are still using AI mostly for administrative tasks like meeting notes, even as firms plan to pour $1 trillion into the technology globally this year.
September 17
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Osaic expected advisor departures during its massive consolidation of nine separate broker-dealers within its corporate structure. But CEO Jamie Price says the effort positioned the firm well for a future liquidity event. Here's how the independent broker-dealer is rebuilding.
September 17
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Megadeals and private equity transactions usually draw the biggest headlines, but potential acquirers can take their pick from any number of possible sources of financing.
September 16
