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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CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.
January 27
Financial Planning -
The ranking of the largest groups of funds stayed stable while money poured in.
January 27
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Huw Morgan is Managing Principal and Insurance Practice Lead for Capco Canada, a global technology and management consultancy.
January 27
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Nathan Fisher is a managing director at
StoneTurn . As a former special agent with the FBI, he conducted complex intelligence, counterintelligence, and cyber-focused investigations and operations. In his current role, he advises clients on national security and cybersecurity.January 27
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German Nino concealed fraud losses totaling $5.8 million through fake account statements and other doctored documents, investigators say.
January 26
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The roughly 90 advisors expected to move from Hefren-Tillotson upon close of the deal will change their custodian and RIA as well.
January 26
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Clients may forget the tech problems from the end of 2021, but the government may not.
January 26
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The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.
January 26
