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.
-
The case offers the latest confusing signal about an industry that forces discrimination cases into arbitration and fights them to the bitter end.
July 11
-
From pay and perks to avoiding burnout, this is what advisors want, according to an Arizent research report.
July 11
-
Companies with diverse leadership are getting mere pieces of the VC pie. Here’s why changing that is good for everyone.
July 11
-
The service’s recent policies expedited the hiring of new employees, but prolonged delays in eligibility verification could increase the risk of exposure of taxpayer data, according to a new report.
July 11
-
-
Looking at investments through a risk lens can provide clues to where the economy is headed.
July 11
-
Merely talking about the R word can make a recession happen
July 11
-
Mike Lux, founder of Mike Lux Media, served in the Clinton White House, the Clinton and Obama transition teams and as a senior advisor to the Democratic National Committee.
July 11
-
The move could set him up as an eventual successor to CEO Ralph Hamers.
July 10
-
Financial advisor Jennifer Marcontell went independent after more than 20 years with her prior brokerage, which itself is making a major change to its structure.
July 8
