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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Todd Phillips is an assistant professor at Georgia State University, a fellow with the Roosevelt Institute and a former attorney with the FDIC.
November 29
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Here's what you missed this week in wealth management.
November 26
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Advisors should know the roles each plays in digital asset management.
November 26
Onramp Academy -
Investors should ask whether the growing ESG trend and the green energy sector's stock losses this year presents a buying opportunity, writes Earl Carr.
November 25
CJPA Global Advisors -
Overall customer satisfaction with wealth management apps is improving but still trails other financial services.
November 24
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The argument in favor of a formula long supported by advocates gets weaker in light of new data, according to a report by retirement experts.
November 24
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Diane Schumaker-Krieg is a senior finance executive with over 30 years in leadership roles on Wall Street. She appeared for nine consecutive years on American Banker’s list of the 25 Most Powerful Women in Finance.
November 24
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The home buying process has undergone significant changes. The pandemic has profoundly altered the mortgage lending market. The continuation of remote work, relocation out of key urban areas, a growing preference for online possibilities, and the deployment of artificial intelligence applications are only a few trends that are shaping the industry. Join Heidi Patalano, Editor-in-Chief of National Mortgage News and Beth O'Brien, Founder and CEO of CoreVest Finance as they discuss how lenders can stay competitive and meet the needs of home buyers in the fast evolving mortgage business.
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Images traditionally used in financial services literature would have us believe that everyone’s perfect idea of retirement involves sitting in a beach chair, soaking up the sun with a book in hand and toes wiggled into the sand. But does this unilateral perception reflect the reality of what your client base wants or needs? Probably not. When it comes to planning, no one can be put in a solution box.
November 23
Commonwealth Financial Network -
In early September, a California jury awarded former Edward Jones broker Dalas Gundersen $30 million in damages for defamation from the firm, nearly $9 million more from the two ex-colleagues.
November 23
