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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Dean Smith is chief strategist at FolioBeyond and the portfolio manager of FolioBeyond Rising Rates ETF ($RISR). Dean has 25-plus years of experience in all aspects of structured products with roles as an investment banker, trader and hedge fund portfolio manager.
June 6
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The regulator gave the firm credit for “extraordinary cooperation” despite alleging that its system failed for six years to the tune of more than $13 million.
June 6
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This year’s event features more than 40 sessions and 80 speakers, with demos, interactive panels and keynotes with industry impact makers.
June 6
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Seventy-four percent of plan participants would contribute more to their retirement fund if their plans had a more value-based approach, Schroders found.
June 6
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With growth funds dragged down by tech stock declines, value-oriented or balanced-approach funds have supplanted them as leaders in retirement savings plans.
June 6
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On Feb. 16, Financial Planning published a story regarding a settlement between the SEC and CMG Capital Management Group of Malvern, Pennsylvania relating to CMG’s use of data involving the hypothetical backtested performance of one of its algorithmic investment trading strategies. CMG agreed to the settlement, neither admitting nor denying the allegations. The story contained an error, which we are taking this occasion to further correct.
June 3 -
New technology, cryptocurrency, sustainability and other trends within the financial world are on the docket at this year's conference.
June 3
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“Investomania” aims to tamp down the game-like nature of Robinhood-style investing.
June 2
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FPA members and XY Planning Network financial advisors share how they discuss fund yields with clients.
June 2
