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 well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.
March 19
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Ryan Byrd is an account executive on the personal lines team at B. F. Saul Insurance with over 10 years of experience, both on the carrier and agency side. He specializes in high-net-worth insurance, builder's risk, liability, and cyber coverage.
March 19
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Investor advocates think the money should instead go to clients who haven't been paid outstanding arbitration awards.
March 18
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Following similar glitches at Lloyds and the London Metal Exchange, a tech outage at UBS has renewed scrutiny on modern banking platforms.
March 18
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Not all tech integrations are created equally. Industry experts discussed what advisors should focus on when evaluating potential additions to their tech stacks.
March 18
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The Biden Administration rule for a fiduciary standard on one-time retirement-related advice died in two separate court decisions.
March 18
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Jen Cryder is CEO of the
Pennsylvania Institute of CPAs . She joined the PICPA as chief financial officer and vice president and was promoted to executive vice president and chief operating officer before being named CEO in 2021. She is the first woman to be chief executive in the organization's history.March 18
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Authenticity and judgment will emerge as differentiators for financial advisors as AI tools reduce the cost of early-stage analysis.
March 18
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Considered a report card on client satisfaction across both advised and DIY customers, the latest JD Power survey points to the growing power of technology to capture new business.
March 18
