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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Stocks in the sector have been on the upswing for more than a decade, but could supply troubles during the pandemic lead to changes for chip makers?
January 10
CJPA Global Advisors -
The combination of technology and rising client interest in digital assets are ratcheting up the risks to investors, according to NASAA.
January 10
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Federal authorities say ex-PNC advisor Tara M. Brunst acted as a recruiter in a scheme that defrauded 54 people.
January 10
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The boutique institution has 25 financial advisors, but it’s seeking to grow even larger through a deal with Summit Financial and Merchant Investment.
January 10
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The Canadian bank is looking for small, targeted acquisitions.
January 10
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Here's what you missed this week in wealth management.
January 7
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The wirehouse reached an agreement with an SEC-appointed receiver and a state regulator in connection with a massive EB-5 investment scheme.
January 7
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Office workers who don’t comply by Jan. 14 will be placed on unpaid leave and fired at the end of the month.
January 7
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Mark Holman has served as president of accounting and consulting at
Intapp since 2020, and as chief strategy officer since 2019. Prior to joining Intapp, Holman served as President of Strategy, Investments, and Marketing for Flex, a technology design and manufacturing firm. Previously, Holman served as a partner at A.T. Kearney and PwC, and was the founding chief executive officer of E2open, a SaaS supply chain software firm. Holman received his bachelor’s degree in electrical engineering from Kettering University and a Master of Business Administration degree from the University of Michigan.January 7
