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.
- AB - Technology
The cryptocurrency exchange recently refunded $35 million to customers whose accounts had been drained by hackers. Here's what banks and other financial firms can learn from the attack.
January 26
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The YouTube series host, Rising Stars award winner and Ballentine Partners financial education specialist joins the podcast.
January 26
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There may be a silver lining for crypto investors selling at huge losses during the recent market turmoil.
January 26
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IRS investigators say the frauds including money laundering, market manipulation and tax evasion — and even celebrities could get caught up in the agency’s probes.
January 26
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Vanguard’s cut in investment minimum left smaller accounts holding the tax bag
January 25
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A client received damages, interest and attorney fees as wealth managers await more fallout from a major fraud case.
January 25
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Bank of America is rewarding almost all of its employees with a pool of $1 billion in restricted stock, further boosting compensation as financial firms compete to attract and retain workers.
January 25
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Saifr’s technology flags risks and compliance issues in documents, social media posts and videos before they are sent for review.
January 25
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Brian Mistler is a manager at
EY 's financial services office for blockchain and cryptocurrency.January 25
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The global bank is weathering a scandal-tainted year.
January 25
