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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Building on advances in financial data aggregation, the behind-the-curtain technology is helping financial planners drive better outcomes for clients.
September 14
Morningstar -
Swapping spreadsheets for sunblock, thousands in wealth management descended on SoCal for big ideas and for big fun — but mostly for business. Plus, what you need to know about the smaller Future Proof event coming next March.
September 13
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Cat Auer is the managing editor for Financial Planning magazine, an Arizent title.
September 13
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Brian Costello is the head of data aggregation strategy at ByAllAccounts, Morningstar Wealth.
He is a founding member of the Financial Data & Technology Association, the Financial Data Exchange, and the API Ratings Agency, as well as a frequent speaker, author and panelist.
September 13
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Arax Partners, a firm led by a former Aex. Brown executive, makes its publicized acquisition of a wealth management company.
September 13
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Leaders from the wealthtech firm hit the Future Proof stage to bring AI and BeFi together in a new solution for advisors
September 13
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The SEC accused the firm of raising a sixth round of funding even though red flags were popping up left and right.
September 13
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Upgrades include tweaks to the user experience, client portal, trading capabilities and the Envestnet Insights Engine.
September 13
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Lead generation and client matchmaking service SmartAsset excluded any firms that made M&A deals in the past three years to create its ranking.
September 13
