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 “six-month nudge” technique leans into the fact that 95% of all individuals alive when they hit full retirement age are likely to reach age 70, according to actuarial tables.
March 14
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The latest legal fight between the firms over departing brokers raises questions about the effectiveness of the Broker Protocol.
March 14
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Diana Li is a spring reporting associate for Financial Planning. She's a master's candidate at New York University and has experience in Beijing bureaus of The Wall Street Journal, Reuters, The Financial Times and Xinhua News.
She's on Twitter @diana_k16.March 14
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The company has added $1 billion in assets in 18 months.
March 14
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John B. Williams III is a partner in the Washington office of Buckley LLP. He provides enforcement and litigation counsel to financial services companies and individuals navigating internal investigations, government investigations, and complex civil litigation, with a particular emphasis on consumer finance matters and complex electronic discovery. He is focused on the compliance issues surrounding government-insured mortgages and other credit products.
March 14
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Michael A. Rome is a partner in the Los Angeles office of Buckley LLP. He represents corporate and individual clients in a variety of litigation and government enforcement matters. His work includes complex commercial disputes related to mortgage-backed securities, indemnity disputes, and consumer class actions alleging unfair and deceptive trade practices.
March 14
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Amanda R. Lawrence is a partner in the Washington office of Buckley LLP. She specializes in cybersecurity, privacy, information security and vendor risks. She also counsels clients on compliance with privacy and data-security laws and standards, as well as represents financial services clients in mortgage loan repurchase and indemnification claims related to residential mortgage-backed securities and consumer cases.
March 14
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Corey Metzman, co-founder and chief operating officer at Medicare advisory company Chapter, explains the basics of Medicare.
March 14
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Here's the news you might have missed over the last week in wealth management.
March 13
