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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AI is being used not only to locate prospects, but also to help advisors show their value on the way to signing a new client.
October 30
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Octavio "OJ" Laos is a director at Armanino, leading the charge in the firm's AI Lab. Over the past five years, the AI Lab at Armanino has been at the forefront of AI technology within the accounting sector, delivering solutions ranging from custom chatbot development to predictive analytics.
October 30
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An expert adviser explains the many considerations to take into account before deciding on this as an option for employees.
October 30
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Speakers on an "AI & Compliance" panel at Financial Planning's ADVISE AI conference say advisors can use existing basic compliance principles to make sure their AI use doesn't step on any regulatory landmines.
October 29
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The Federal Open Market Committee voted to reduce interest rates by 25 basis points Wednesday, but the emergence of dissents on the committee makes the chance of another quarter-point cut in December less certain.
October 29
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Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.
October 29
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Unpopular compensation changes at UBS continue to drive advisor attrition, costing the firm billions in client assets. But despite the outflows, executives say the new policy is helping improve UBS' profits.
October 29
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It isn't just the data itself that firms should be focused on, panelists at ADVISE AI said, but how that data is connected and how relevant it still is.
October 29
