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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Nathan Wallace is a founding principal wealth manager at Savvy Wealth, a digital-first platform for financial advisors that's centered on modernizing human financial advice.
May 9
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Riskalyze CEO Aaron Klein said rebranding the firm he co-founded in 2011 was like renaming a child, but necessary to reflect what the organization has become.
May 9
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The New York-based bank struck the deal with lawyers representing about 2,800 female associates and vice-presidents, according to a joint statement from the bank and the plaintiffs' lawyers.
May 9
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The "everything bubble" was great, but with the Fed predicting a mild recession a different approach is needed to protect historically outsized gains.
May 9
Toews Asset Management -
Bryan Hubbard is a senior consultant at Patomak Global Partners. He is a former deputy comptroller for public affairs at the Office of the Comptroller of the Currency.
May 9
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Planner Jennifer McCosley joined the RIA with about $28 billion in assets under advisement across 45 locations.
May 9
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Unions aren't just good for workers. In some ways, they make ideal clients for financial advisors.
May 9
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The Oracle of Omaha and his longtime friend and business partner Charlie Munger chided wealth managers at their annual event, but offered lessons in life and business.
May 8
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Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.
May 8
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The financial services firm continues to go before FINRA arbitration panels to defend itself against claims over ex-broker's actions.
May 8
