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 Federal Reserve has started a hiking cycle that's expected to continue with half-point increases in June and July, Marvin Loh, senior macro strategist at State Street Global Markets, will assess the June Federal Open Market Committee meeting and tell what he expects the panel to do in the future.
-
The INVEST 2022 keynote speaker who went from cognitive science to financial services and believes an advisor-led strategy can open the firm’s doors to more investors.
June 22
-
Unprecedented workloads for Wall Street professionals in a competitive job market could once again mean that candidates don’t have the time and energy needed to excel.
June 22
UWorld -
Once the province of wealthy investors thanks to high minimums, creating your own custom stock index can now cost less than a gallon of gas.
June 21
-
With long COVID a major theme, lawmakers discussed how to increase access to financial services for people with disabilities.
June 21
-
Hedged strategies out of favor since the 2007-08 financial crisis could prove useful to older investors in today’s downward-moving markets.
June 21
Toews Asset Management -
The action against Atria Wealth Solutions’ Western International Securities offers a substantive hint on the future potential matters under the rule.
June 21
-
In an industry where diversity and inclusion have historically been lacking, women advisors and investors are making significant inroads on their way to the top.
June 21
-
-
Syed Haider is Principal, Architect and R&D, at X by 2. He has over 15 years of experience designing and implementing enterprise class application and integration frameworks as well as business applications. X by 2 is an IT consulting firm specialized in business and technology transformation for the insurance industry.
June 21
