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.
-
The raise comes following a year when the firm earned $57 billion in net income, approaching a record set in 2024.
January 23
-
-
Advisors can maintain professional certifications while keeping up to date on important issues in tax planning, compliance and more.
January 23
-
Looking for a new challenge, Mark Seither found the complexities of pilot compensation and tax planning to be a niche that energizes him.
January 23
-
As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
January 22
-
Fixed-income ETFs are rapidly gaining popularity among advisors, driven by growing familiarity, diverse offerings and strong asset flows, new Cerulli research shows.
January 22
-
-
Brokers were worried a new rule intended to lighten their responsibility to monitor advisors' side hustles would ironically mean greater supervision duties with RIAs.
January 22
-
The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification that makes advice more valuable.
January 22
-
Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should clients actually see?
January 22
