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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In an ever-expanding and constantly shifting profession marked by messy but important debates, can one of the field's most important organizations keep up with the times?
November 3
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Michael Magnan, founder and CEO of AdvizorPro, is a leading wealth management and financial advisor intelligence platform for smarter prospecting.
Prior to AdvizorPro, he was the vice president of new product development for Nasdaq eVestment.
November 3
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Across more than two years of advisor surveys, industry worries have evolved dramatically. Yet certain themes continue to capture attention.
October 31
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Ulf Brüning is Principal and International Client Executive Leader at Global Risk Consultants based in Darmstadt, Germany. He has spent nearly 20 years with the company helping some of the world's most successful businesses identify risks and shape their risk management strategies.
October 31
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Many financial advisors say that mentorship was key to their early success. Here's how advisors found and built those relationships.
October 31
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R. Dale Hall, FSA, MAAA, CERA, CFA is Managing Director of Research for the
Society of Actuaries Research Institute (SOA) . In his role, Dale is responsible for managing research projects and experience studies across the SOA's wide variety of actuarial practice areas and markets and coordinating strategic research partnerships. Additionally, Dale hosts the SOA'sResearch Insights Podcast and has appeared on behalf of the SOA in a variety of media outlets including NPR, C-SPAN and National Geographic.Prior to joining the SOA in 2013, Dale spent over 20 years in the US insurance industry, primarily as Chief Actuary for the Life/Health companies of COUNTRY Financial and as an adjunct professor in the actuarial science program at Illinois State University.
October 31
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LPL CEO Rich Steinmeier said the firm is nearing its goals for retaining Commonwealth Financial Network's assets and advisors, freeing up internal recruiters to bring in advisors from other firms.
October 31
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Wells Fargo pulls $722M in AUM from Merrill while Osaic adds a $540M team from Primerica (but gets sued); Stifel sells independent unit, and First Clearing names new head.
October 30
