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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Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.
April 27
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Zurich-based bank's wealth management results came in weaker than expected in Q1, and trading revenue suffered a big hit.
April 27
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Fidelity’s foray into bitcoin for retirement plans could bring seriousness to cryptocurrencies. But not everyone is sold on the risky alternative.
April 26
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After agreeing to purchase Wealthfront during the first quarter, CEO Ralph Hamers says the firm is eyeing more opportunities in the U.S.
April 26
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Advisors deploying their Rolodexes on behalf of female-helmed startups position themselves, their clients and the economic recovery for success.
April 26
Willow -
Lacy Garcia is the founder and CEO of Willow, a financial technology and education platform that helps financial institutions and advisors better retain and grow business with women and underrepresented investors through financial life coaching.
She has spent her two-decade career at the intersection of financial services, women’s empowerment, education and entrepreneurship.
April 26
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The firm will soon launch a product that will allow 401(k) plan participants to direct a portion of their savings into bitcoin up to a cap of 20%.
April 26
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Shawn E. Good has been an advisor for more than 30 years. He is now barred from the industry by FINRA.
April 26
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The firm’s financial advisor headcount and its client assets drove up its business in the first quarter, despite the impact of lower asset values.
April 26
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Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.
April 26
