The Latest

Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.

Lee Reams II is the CEO of TaxBuzz and CountingWorks and has spent the last 20 years developing and executing tools that help small tax and accounting firms thrive.

In a cautionary tale, Jayne Di Vincenzo and Devin Garofalo have been fighting in FINRA arbitration and court for nearly three years after their M&A deal fell apart.

30% of LGBTQ individuals report experiencing bias or discrimination when seeking out financial services.

Anna Marrs is group president of global commercial services and credit & fraud risk at American Express.

Hear from industry experts about how they keep their firm communications and social channels on trend, innovative, and, maybe more importantly, up to code.

Financial institutions can innovate to supply customer-reflective money management. E.g., J.P. Morgan and OpenInvest are using tech to connect investors' values to money, aiming to help identify essential issues through data analysis and a transparent portfolio snapshot.

Join this session to build a 6-point practice management checklist that helps advisor-business owners identify the decisions and shifts they'll need to make, in their businesses and as leaders, in the coming years to stay relevant and thrive.

This session will provide a breakdown of all the new rules that have gone into effect since last INVEST, and discuss how technology is helping wealth managers of all sizes rise to the occasion.