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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David Miree will become global head of diversity, equity and inclusion for the New York megabank. He will succeed Brian Lamb, who will move into a new role in the firm’s commercial banking business.
March 22
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Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.
March 22
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Rochelle Thielen is chief revenue officer for HONK Technologies. She previously served as CEO of Estify and in leadership roles on the APD teams within Mitchell International and Solera.
March 22
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The commission issued a 500-plus-page proposed rule Monday that would mandate corporate disclosure of greenhouse gas emissions.
March 22
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Senior brokers delegated to make compensation decisions systematically favor white men, according to a new lawsuit.
March 21
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The college graduate was about to embark on a career in live music event production in spring 2020 when COVID-19 changed his life trajectory.
March 21
Integrated Financial Group -
Peyton Prince serves as a trading assistant for the Investment Solutions team at
Integrated Financial Group and has financial, operational and information technology experience.He currently specializes in mutual fund and ETF trading, trade analysis and departmental operations. He received a BBA in Music Business, Business Emphasis, from Belmont University in Spring 2020.
March 21
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A new Securities and Exchange Commission proposal would require public companies to report climate-related risks across their value chain. That could be especially difficult if it means banks have to account for their borrowers' emissions.
March 21
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Despite market volatility and regulation uncertainties, nearly half of family offices think that cryptocurrencies provide good investment opportunities.
March 21
