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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Once client data enters a tech provider's software, does your firm still own it? It's not a given.
July 2
Advisor360° -
Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.
July 1
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The deal to buy Natixis' overlay management services comes amid a general push by the St. Louis-based firm to broaden its appeal to HNW clients.
July 1
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The momentum is clearly accelerating behind registered investment advisory firms, but every individual team's choice requires careful consideration.
July 1
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President Donald Trump's multitrillion-dollar tax and spending package moved closer to reality after it passed the Senate.
July 1
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Paul Morville is the product architect at
Advisor360° and founder ofParrot AI , which was acquired by Advisor360° in early 2025.July 1
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The Senate narrowly approved President Trump's tax bill after Vice President JD Vance cast a tie-breaking vote following no votes from three Republican senators.
July 1
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Dan Garzella is the founder and CEO of the Darkhorse Insurance Brokers, a unique turnkey brokerage platform perfected and proven over nearly a decade of real-world application. With over two decades of experience, Dan has built multiple industry-leading brands by combining cutting-edge technology with a deep understanding of agent and consumer needs.
July 1
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Leah Warwick is the Senior Content Manager for the American Society of Administrative Professionals (ASAP), the leading provider of training, community, and resources for admin professionals worldwide. ASAP produces the Professional Administrative Certification of Excellence (PACE), online courses, and annual training events, such as the Administrative Professionals Conference (APC) and EA Ignite. Learn more at ASAPorg.com.
June 30
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A FINRA arbitration panel's decision marked a rare rebuke for a large wealth manager seeking to reclaim money it provided an advisor recruited from a rival.
June 30
