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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Dayna Chucta is a consumer financial services litigation attorney with McCarter & English
February 11
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The former chief global strategist and head of emerging markets for Morgan Stanley Investment Management will soon take over as managing director and chairman of Rockefeller Capital’s international unit
February 11
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About 20% of FINRA client arbitration awards are unpaid every year, but there are signs that the former First Standard clients could receive some restitution.
February 11
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Managed FidFolios lets clients with as little as $5,000 get a managed portfolio consisting of hundreds of individual stocks.
February 10
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From coffee to mind-altering drugs, the actively managed funds can have very niche focuses — and wildly varying returns.
February 10
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Frank Nothaft holds the position of executive, chief economist for CoreLogic. He leads the Office of the Chief Economist and is responsible for analysis, commentary and forecasting trends in global real estate, insurance and mortgage markets.
Before joining CoreLogic, Nothaft served in a variety of leadership positions with increasing responsibility at Freddie Mac. Most recently, he was vice president and chief economist responsible for forecasts, research and analysis of the macro economy, housing and mortgage markets. He earned his bachelor’s in mathematics and computer science at New York University and his doctorate in economics from Columbia University.
February 10
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At the death of a spouse, it can be a powerful planning tool for minimizing an individual’s capital gains taxes from the sale of appreciated assets.
February 10
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The cuts continue a trend that started 20 years ago.
February 10
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The firm that helped dozens of practices go independent is using the tactic most often deployed by its previous main rivals.
February 10
