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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Jeff Lipton is The Bond Buyer's Market Intelligence Analyst. He brings over 25 years of experience in municipal credit and market strategy, to the role, most recently as Managing Director and Head of Municipal Credit & Market Strategy at Oppenheimer & Co. Inc. He previously held leadership roles at MetLife, Neuberger Berman, and Robeco, and is widely recognized in the financial press for his commentary and thought leadership across the municipal finance landscape.
October 27
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Nearly half of advisors are considering adding this service, according to the Financial Planning's October Financial Advisor Confidence Outlook.
October 27
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Even with all the advancements in artificial intelligence in the past few years, Financial Planning's new research shows human connection remains at the center of advisors' work.
October 24
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The Social Security Administration announced its cost-of-living adjustment for beneficiaries — a figure advocates say fails to address the reality for most seniors.
October 24
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Wells Fargo also pulls from Merrill and Raymond James again from Commonwealth, while AlphaCore buys up a big RIA and the FPA gets a new CEO.
October 24
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Eric J. Ellman is the President of the National Consumer Reporting Association (NCRA), a trade association of highly-regulated mortgage reporting and tenant screening companies that provide consumer reports and credit reports to lenders and landlords.
October 24
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Rachel Farris, CPA, is the founder of
TaxStackAI.com , a company dedicated to helping small accounting firms modernize through AI-powered tools. She also leads her own accounting practice, where she focuses on strategic tax planning and advisory services. She is a recognized thought leader in the accounting profession, frequently presenting at national conferences, contributing to podcasts, and leading continuing education sessions for accounting professionals. She has been recognized as one of America's Top 200 CPAs and named among the 40 Under 40 Top Accounting and Tax Professionals.October 24
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The SEC hasn't put forward a new rule for advisors' use of AI since dropping a proposal earlier this year. Is the lack of regulation hindering innovation?
October 23
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The challenge bedevils many heirs' property owners. Here's why experts say it's such a threat and how financial professionals can help guide families through it.
October 23
