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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Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.
April 24 -
Mary Mulcare, MD, FACEP, is the Chief Medical Officer atSummus and oversees all clinical aspects of operations. Mary also serves as a Clinical Assistant Professor of Emergency Medicine at NewYork-Presbyterian/Weill Cornell Medicine, and has held several leadership roles at Weill Cornell, including Director of Undergraduate Medical Education in the Department of Emergency Medicine and Assistant Director of the Margaret and Ian Smith Clinical Skills Center.April 24 -
In "The Black Tax," professor and historian Andrew W. Kahrl explores how the racial wealth gap in America has roots in unfair tax practices.
April 24 -
After a mixed quarter for the firm's wealth unit, CEO Ron Kruszewski predicted that the Fed may cut rates zero or just once or even hike them in 2024.
April 24 -
The U.S. Chamber of Commerce and other business groups contend the Federal Trade Commission has exceeded its authority in nullifying contracts that prohibit employees from switching jobs to competitors.
April 24 -
Voters in battleground states favor solutions like a "billionaires tax" and "scrapping the cap" on earnings taxed for Social Security, a new poll shows.
April 24 -
Retirement doesn't have to mean scrimping and saving. Here are five parts of the country where seniors are living large in their golden years.
April 24 -
Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients.
April 24Advisor360° -
After getting caught in the culture wars and suffering massive outflows, ESG funds looked down for the count. Here’s what experts say is next.
April 23 -
The prohibition would be on most contract provisions meant to keep emplolyees from taking jobs with competitors.
April 23