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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Jessica Kim is the co-founder and CEO of
Ianacare , which partners with employers and institutions to deliver practical and emotional support to working family caregivers as part of their benefits package.November 10
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Timothy Ball is executive vice president at
The Bonadio Group , and leader of the Bonadio Strategic Advisory Team (BSA), the Bonadio Fraud and Forensic Accounting and Litigation Support Division (BFF), and the Cannabis Industry Practice.November 10
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Higher expenses trimmed the firm’s earnings, but its CEO described $49 billion in assets as only “a drop in the bucket” compared to future adoption among advisors.
November 9
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Charging clients a percentage of assets under management is still prevalent, but other types of fees are increasingly in the mix.
November 9
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The climate of late suggests bonds are losing their value as hedges.
November 9
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An intruder made off with email addresses of about 5 million users, as well as full names for a separate group of about 2 million.
November 9
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It wasn't even close.
November 9
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How advisors handle tax advice for their clients can depend on how large their firm is.
November 9
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As the U.S. commonwealth’s fiscal restructuring awaits court approval, a fixed-income brokerage firm’s CEO is trying to drum up votes — or at least a quorum.
November 9
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