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.
-
David Dubofsky is co-author of Your Total Wealth: The Heart and Soul of Financial Literacy. He is also the author of over 40 academic articles. Previously, he taught finance at Texas A&M University, Virginia Commonwealth University and University of Louisville.
April 4
-
The regulator plans to focus on Reg BI, ESG criteria, private funds, cybersecurity and crypto assets in 2022, according to its closely watched report.
April 4
-
Douglas P. Faucette chairs the law firm Locke Lord's Bank Regulatory and Transactional Practice Group in Washington, D.C.
April 4
-
Here's what happened over the last week in wealth management.
April 3
-
Biden’s 2023 budget could be DOA, but advisors still have to shepherd clients tired of yet another round of talk about tax increases.
April 3
-
The top performers in the survey beat their benchmarks in at least seven of the 10 years studied.
April 1
-
While there have yet to be any confirmed successful attacks, financial services firms are a target for a cybersecurity incident in response to sanctions.
April 1
-
For advisors, cryptocurrency is increasingly too impactful to ignore as their clients — and not only millennials — are interested in the offerings.
April 1
-
The brokerage's entrance to direct indexing will start at a fee of 0.4% of assets and an account minimum of $100,000.
April 1
-
Morgan Stanley came into possession of Water Oak when it bought Eaton Vance a year ago.
March 31
