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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Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.
January 24
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The advisors felt “some familiarity and also some loyalty” after spending decades affiliated with the wealth manager’s independent brokerage.
January 24
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The wealth manager has primarily expanded through recruiting and M&A since its last major deal to acquire Hilliard Lyons.
January 24
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The ETF industry is bringing a surprising twist to hands-off, passive investing.
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Alex Dalyac is the co-founder and CEO of Tractable, which develops artificial intelligence for accident and disaster recovery. Working with the largest insurers across the United States, Europe and Asia, Tractable's AI has accelerated accident recovery for hundreds of thousands of households. Prior to Tractable, Alex performed research at Imperial College London, where he led the Computing department’s first industrial application of deep learning. Alex has also been named by Forbes in its Europe 30 Under 30 for Technology and by the FT as one of the UK’s top 100 entrepreneurs.
January 24
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Brian Strom is the co-founder and CTO of Elevate, a next-generation consumer-directed benefits platform that offers modern,API -driven tax-advantaged benefits experiences (thinkHSAs ,FSAs ,HRAs , commuter benefits, and more).January 24
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Venture capitalists agree in spirit with an idea floated by the Securities and Exchange Commission that large private companies should divulge more about their finances. But they warn financial services innovation could be stifled if the requirements are too stringent.
January 24
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The incident began when James Iannazzo ordered a drink without peanut butter for his son, who has a peanut allergy, according to a statement by police.
January 24
