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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A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.
June 24
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Atlantic Union in Virginia made the most of its four-year foray into the registered investment advisory business, but it decided to take a step back after concluding one of its banking clients would do an even better job and that it could invest the proceeds elsewhere.
June 24
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Plus, Bank of America investing in an alternative investment platform, and Wealthramp helping advisors with fee calculations.
June 24
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The legal agreements surface broad issues about saving and spending that are key to long-term financial health.
June 23
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While the firm’s CEO admits it has a long way to go, the group serves as an example of one way to cultivate retention and support.
June 23
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William Holder serves as dean of the USC Leventhal School of Accounting, and holds the Alan Casden Dean’s Chair of Accountancy. Prior to his current post, he was the Ernst & Young Professor of Accounting and director of the SEC and Financial Reporting Institute in the Marshall School of Business at the University of Southern California. Dean Holder has published extensively on the subjects of financial accounting and reporting and auditing. He has received numerous awards during his career, including being twice named as one of the “Top 100 People” in the accounting profession and receiving the AICPA Gold Medal for Distinguished Service, the highest honor awarded by that organization. He has served on a number of governance and standard setting authorities including the Accounting Standards Executive Committee of the AICPA and the Governmental Accounting Standards Board. During congressional hearings leading to passage of the Sarbanes/Oxley Act, he provided invited testimony about financial reporting, auditing and corporate governance.
June 23
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At FP’s INVEST conference, Julia Carreon and Aaron Klein explained how common misconceptions are clouding wealth managers’ visions for the future.
June 23
