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.
-
It’s the first fee increase in 5 years, earmarked to fund the board’s new strategic plan.
April 19
-
Steve Cox is head of market insights at
IRIS Software Group . A technologist and chartered accountant who looks at how technology can simplify the modern working environment, he joined IRIS in 2002. His career at IRIS has spanned many areas of the business, including customer support, engineering, product management and marketing. His most recent previous roles at IRIS include senior product director, interim CTO, chief evangelist and head of accountancy.April 19
-
Eric Kaplan is a senior advisor at the Milken Institute Center for Financial Markets
April 19
-
Earnings for Merrill Lynch Wealth Management and Private Bank jumped 28% in the quarter.
April 18
-
Rushing into the decision can carry painful costs and leave you with a bad fit, according to planners and other experts.
April 18
-
Missed opportunities for wealth transfers, an unregistered advisor charged with fraud, preventing elder abuse, and a FINRA expulsion, among other wealth management news this week.
April 18
-
A drop in non-interest revenue across businesses offset higher income driven in part by Citi’s Personal Banking and Wealth Management division.
April 18
-
-
Higher interest rates, higher deposit and loan balances drove significant growth for the wirehouse this quarter.
April 18
-
The megabank’s RIA and brokerage segment weathered equity volatility that wiped out $28 billion from the value of client assets in the first quarter.
April 18
