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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Jared Zola is a partner in Blank Rome’s policyholder-only insurance recovery practice in the firm’s New York office.
July 18
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A Goldman Sachs alum, a crypto mogul and a billionaire CEO each name the biggest danger they see on the economic horizon. Their answers may surprise you.
July 18
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Macro factors like inflation, Federal Reserve actions, midterm elections, Ukraine, energy, the euro and China seem likely to drive markets for at least the rest of the year.
July 18
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Nearly 1,000 more advisory firms registered with the SEC last year, pushing their combined AUM above $128 trillion, according to an annual study.
July 18
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Firm leaders said the fine relates to broad investigations by the SEC and CFTC regarding employees’ use of unapproved personal devices.
July 15
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Regulators are reportedly charging Morgan Stanley and four other firms a collective $1 billion over their employees' use of unauthorized messaging apps.
July 15
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As online dating grew during the pandemic, Americans lost over $2.3 billion to romance scams over the past five years.
July 15
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Eric J. Spitler, adjunct professor of law at the University of North Carolina School of Law, served as director of legislative affairs for the Federal Deposit Insurance Corp. and the U.S. Securities and Exchange Commission.
July 15
