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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ChatGPT is a language model developed by OpenAI. It is capable of understanding and responding to a wide range of topics and is trained on a vast amount of text data. With its advanced natural language processing capabilities, ChatGPT can assist with tasks such as writing, research, and answering questions. As a machine learning model, it is constantly learning and updating its knowledge based on new data. It is a powerful tool for both personal and professional use.
January 27
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The Wall Street firm is among the big-name companies that are in hot water with te
January 27
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JPMorgan Chase has a head start when it comes to developing and deploying artificial intelligence in banking, according to a new study.
January 27
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Wells Fargo kept Chief Executive Charlie Scharf's pay at $24.5 million for 2022, a year in which both profit and stock tumbled and the bank continued to grapple with the fallout from a raft of scandals.
January 27
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The large brokerage reported record results for its wealth management business as it waits to bring several more financial advisors on board.
January 26
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FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.
January 26
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Despite tough economic conditions for most of 2022, the company reeled in a record inflow of client assets.
January 26
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The bequests can actually result in a bigger tax burden for heirs, which is why such transfers may not be the best way to protect wealth.
January 26
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Jamie Hargrove, the founder of Hargrove Firm LLP, is an attorney and certified public accountant with nearly four decades of estate planning experience. He is also co-founder of NetLaw, a technology platform that powers Hargrove Firm's online estate planning services. Previously, he led a 160-attorney estate and trust practice for a Kentucky-based law firm.
January 26
