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 advisor failed to disclose the low-interest loans he received from a fraudulent crypto securities issuer in exchange for selling the products, investigators say.
March 2
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The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.
March 2
Riskalyze -
It's the latest salvo against funds that don't live up to their green do-good claims.
March 1 -
From ultrarich to moderately wealthy, investors looking for outsized gains are being told to buy into the professional funds. There are risks.
March 1
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There are now 17 participating schools to bring the program to students in more parts of the country.
March 1
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Results will shape ongoing coverage of tech issues and a market research report.
March 1
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The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.
March 1
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Susan McKenna, the financial planning software’s head of marketing and business development, has been named interim CEO.
March 1
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Paul Statham is the CEO and Founder of Condeco, where he has helped to shape the relationship between real estate and technology with one of the foremost providers of workspace management technology. He was previously Managing Director of one of the UK’s largest electronic security companies.
March 1
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Kyle Allen is senior vice president & executive partner of Vaco, a talent solutions firm that provides consulting, contract and direct hire strategies around the globe.
March 1
