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.
-
Much like deciding the right client headcount, choosing whether to fire a customer or turn away new business represents an important step in a firm's development.
October 22
-
Despite a slowdown in advisor recruitment from the first half of the year, Stifel managed to achieve record revenue for the third quarter.
October 22
-
Sasha Samberg-Champion is the special civil rights counsel of the National Fair Housing Alliance.
October 22
-
-
-
Dynasty Financial Partners' investment bank joins Diamond Consultants to help departing teams vet transition options, whether that's joining another wirehouse, selling to an RIA aggregator or starting their own business.
October 21
-
As Financial Planning's AI Readiness Survey showed, most advisors aren't concerned about their own jobs. But others aren't so sure.
October 21
-
-
Jim Ryan is the chairman and CEO of Old National Bancorp. He is a director of the Mid-Size Bank Coalition of America.
October 21
-
Randy Chesler is president and CEO of Glacier Bancorp. He is also the chair of the Mid-Size Bank Coalition of America.
October 21
