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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FP's general knowledge continuing education quiz is aimed at keeping advisors current on timely, important issues in wealth management — and helping them maintain professional certification.
November 21
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LPL executives have said they're well on the way to retaining 90% of the client assets they're seeking to bring over from their recent purchase of Commonwealth. But advisor departures have ticked upward.
November 21
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The hidden costs of free AI tools go beyond simple feature upgrades. Non-enterprise versions of AI tools often lack advanced data protection features.
November 21
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With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and spark action.
November 21
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Françoise Gilles is AXA Group Chief Risk Officer and a member of the Group Management Committee, after having served in the AXA Asia Region since 2019 first as Chief Risk Officer, then as Chief Strategic Development Officer in charge of steering AXA's strategy across the Region, based in Hong-Kong. Françoise joined AXA in 2013, as Head of ALM and Capital Management for AXA Bank Europe, before being appointed as Board Member and Chief Risk Officer for AXA Bank Belgium. Before moving to Asia, Francoise served as AXA Belgium Head of P&C Retail. Francoise has served as non-executive board member and member of Audit and Risk Committees to several entities, incl. AXA Banque France, AXA Philippines, AXA Tianping, AXA IM Architas. She started her career in 1998 with ING and Fortis in Belgium, where she built experience in the areas of ALM, risk management and valuation. Francoise Gilles graduated as Civil Engineer from the Université Catholique de Louvain in 1998 and is an actuary.
November 21
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Concerns grows that the the $1.7 trillion private credit industry could be adding hard-to-detect risks to the U.S. financial system.
November 21
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Al Codalbu serves as Senior Vice President of Employer Business at Embold Health, where he leads the company's fastest-growing segment—employer-focused sales. With nearly 20 years of industry experience, Al leads growth by connecting employers with actionable, data-driven insights and solutions to help employees access high-quality care.
November 20
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As CEO Sergio Ermotti says it's almost impossible for the firm's U.S. wealth management business to match rivals' profit margins, UBS seeks to help new and existing advisors sharpen their expertise.
November 20
