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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The new law requires digital apps and online marketplaces to send a tax form to both the IRS and a recipient who receives $600 or more a year in online payments.
May 30
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‘Hustle culture’ and the applied wisdom of coaches applies to all fields of endeavors.
May 30
Xplor Technologies -
Brandon Roberts is chief revenue officer, fitness & wellbeing for Xplor Technologies, a global platform for SMBs combining SaaS solutions with embedded payments and commerce accelerating technologies, where he leads a team of 200 commercial sales, account management and client service people across North America.
Before joining Xplor in 2020, Brandon spent eight years at Mindbody, ultimately as global director of operations. He has a B.S. in Kinesiology from California Polytechnic State University and a MBA from the University of Phoenix.
May 30
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The benchmarking product can compare advisors to peers, but experts say that users should keep their personal goals top of mind.
May 30
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The regulator charged RiverSource with violating a provision of the Investment Company Act that’s never previously been part of an enforcement action.
May 26
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The wirehouse is making the business case for financial advisors merging their books together, alongside an offer to assist with coaching services.
May 26
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David Arkush is managing director of Public Citizen’s Climate Program and a fellow at the Roosevelt Institute.
May 26
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The regulator's proposal for sweeping disclosure rules is not making the asset management industry happy.
May 26
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The new offerings aim to help firms with red flag detection and meeting new Department of Labor rollover requirements.
May 26
