Practice

Aaron Schaben and Teri Shepherd are named co-presidents of the wealth firm.

Firms should be looking to build out a “data lake,” says the firm’s CTO.

Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.

The beleaguered bank has suffered from attrition since a fake accounts scandal rocked the firm in 2016.

Clients “want to participate, they want to co-create,” In|Vest conference attendees are told.

MyVest’s Anton Honikman shares secrets of a successful partnership.

The SEC’s 564-page rule shows the new disclosure could prove time-consuming, even vexing, for firms.

The offering would mirror a similar move by Charles Schwab to offer clients a new pricing plan for its robo service.

The bank has been slashing expenses, but executives acknowledged they remain high. Between having to hire thousands of compliance employees and waiting on the next CEO to be named, investments in new technology or other long-term growth are limited.

The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.