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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Jeffrey D. Haskell, J.D., LL.M., is chief legal officer for
Foundation Source , which provides comprehensive support services for private foundations. The firm works in partnership with financial and legal advisors as well as directly with individuals and families.July 22
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Christian Leuz is a professor at the University of Chicago Booth School of Business.
July 22
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The Financial Services Network viewed its relationship to LPL as a “dealbreaker.” So Marty Bicknell’s giant RIA is making room.
July 21
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Plus, two leading technology management and cybersecurity firms join forces, and a fintech focused on the elderly rolls out new tools for advisors.
July 21
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A look at the biggest regulations, legislation and court cases in the field from the first half of the year.
July 21
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The firm's chief strategist, Joseph Zidle, expects the Fed funds rate to rise significantly over a long period of time.
July 21
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Scam artists are increasingly targeting elderly Americans for their retirement savings. But the warning signs can be obvious, if investors — or their advisors — know what to look for.
July 21
