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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A Nationwide survey suggests that a hefty chunk of America plans on working longer.
January 25
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A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.
January 25
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Even if advisors get a disclosure removed from their records, the damage done online can be difficult to manage.
January 25
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Hundreds of thousands of Americans moved to a new state last year as they began their retirement. Here's where they went — and why.
January 25
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There are few metro areas in the United States where one can retire on less than $1 million.
January 25
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The independent wealth management firm made its third significant deal with an insurance firm exiting the industry in the past four years.
January 25
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Joe Emison is the co-founder and CTO of Branch. He has been building software and technology organizations for more than 25 years. Prior to Branch, Joe founded BuildFax, the company's leading provider of building permit data to financial institutions (acquired by Verisk); Spaceful, software for tenant-rep brokers in commercial real estate (acquired by Xceligent), and BluePrince, software for managing local building departments (acquired by Harris Computer). Joe graduated with degrees in English and Mathematics from Williams College and has a law degree from Yale Law School.
January 25
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Melbourne O'Banion is Bestow's CEO and co-founder. An entrepreneur and seasoned investor, O'Banion has a track record of start-up success. Before Bestow, he was a founding member of Presidio Title, a leading title insurance agency in Texas. And together with his wife, he founded Beauty Bioscience, a luxury skincare line. He's a member of the National Advisory Council for the Marriott School of Management at Brigham Young University, where he studied Finance and Ancient Near Eastern Studies, and is on the board of the SMU Tate Lecture Series.
January 25
