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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In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.
January 20
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Justin Fitzpatrick is co-founder and chief innovation officer of Income Lab. Before Income Lab, he spent 10 years in financial services sales, distribution and management. Earlier, he spent seven years in academia. He has taught at the Massachusetts Institute of Technology; Harvard University; Queen Mary, University of London; and the University of California, Los Angeles. He is a Chartered Financial Analyst Charterholder and a Certified Financial Planner professional.
January 19
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CEO Robert Cook discussed the regulator’s priorities for 2022 as clients and the industry await action in three key areas.
January 19
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The bank’s wealth management business celebrated record revenue, client flows and client balances in it’s latest earnings statements.
January 19
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The firm's head also discussed the future of his company and the industry.
January 19
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The company divided its largest division into two and added tens of billions of previously unreported dollars to the key business metric.
January 19
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As inflation ticked up, the commodities featured in the morning meal have risen over the past year.
January 19
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After pandemic disruptions, the percentage of candidates passing the difficult exam is back to normal levels, the CFA Institute said.
January 19
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Brian Fritzsche is assistant vice president and regulatory counsel at the Consumer Bankers Association.
January 19
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The app will allow trading of listed stocks and ETFs.
January 19
