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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Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.
February 10
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With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.
February 10
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Wealth management and tax planning stocks tumbled after Altruist launched an AI tool for tax strategies, stoking investor fears of disruption and fee compression.
February 10
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Leah Price serves as vice president of the Tinman AI Platform at Better. Previously, she led the Office of Fintech and the Office of the Chief AI Officer at the Federal Housing Finance Agency. Earlier in her career, Leah held leadership roles at Figure Technologies and at Fannie Mae.
February 10
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A federal judge rejected Stifel's bid to dismiss a FINRA penalty. The firm has paid millions to former clients, with 20 more cases still in the works.
February 10
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Financial Planning announces its 2026 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
February 10
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Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymond James all once felt their youth to be a perceived liability. Now, in an industry with an imminent retirement wave, they see it as an asset.
February 10
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Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
February 10
