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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Raise these queries to uncover potential sticking points before your advisory firm signs on the dotted line.
August 7
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Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.
August 6
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Artificial intelligence has come a long way. But when it comes to financial advice, studies show clients still prefer the human touch.
August 5
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The company that provides services to 107,000 advisors posted financial results that meet estimates without breaking new ground.
August 4
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Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?
August 4
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Thomas M. Chadwick steered older adults into a volatile leveraged real estate product nearly wiped out by the pandemic, according to state regulators.
August 4
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Chris Farrell, CPA, is co-founder of
Liscio Inc. and serves as its chief executive officer. He has more than 25 years of experience in the accounting, finance and software industries. Prior to Liscio, he co-founded and led SpringAhead and Tallie, where he served as CEO. He also served as the chief financial officer of Occam Networks, the Corporate Controller of C-Cube Microsystems and as an auditor for Arthur Andersen. He holds a master's degree in business administration from UCLA's Anderson School of Management and received his CPA license in California. Farrell lives with his wife and son in San Francisco.August 4
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