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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Keith McNeil is a partner with Arrow Benefits Group, a division of Patriot Growth Insurance Services.
October 29
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Rep. Andy Barr of Kentucky is the ranking Republican on the House Financial Services Committee’s subcommittee on national security, international development and monetary policy.
October 29
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A former Wells Fargo investment advisor stole nearly $3 million from clients, using the money for personal expenses and to buy gold coins, federal prosecutors said.
October 28
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CEO Ron Kruszewski predicted its independent arm will grow the way the employee brokerage has since the firm hired its first financial advisor in 1997.
October 28
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Model portfolios gaining steam in wirehouse channel as advisors look to focus on higher levels of client service.
October 28
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Citigroup will require all U.S. employees be vaccinated against COVID-19 as a condition of their employment, citing new orders from President Biden.
October 28
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Mega tech companies offer less room for growth and face more regulatory burdens, the strategist says.
October 28
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The wealth manager’s financial advisor headcount is rising, along with the productivity of their practices.
October 28
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As Congress wrangles, advisors are struggling to figure out how to help clients.
October 28
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Karen Koch, CPA, MT is a senior director in the Louisville, Kentucky, office ofSource Advisors .October 28
