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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Despite BLM, #MeToo and other movements for equality and justice, employers don't understand enough about the impact of neglecting DEI on company health.
October 4
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For clients in their 60s, it’s crucial to have tough conversations about how they want to live out the remainder of their lives even if they become ill, Dr. Carolyn McClanahan said at a Morningstar Investment Conference panel.
October 1
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Here's what you missed this week in wealth management.
October 1
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Neobanks and Fintechs have raised the bar in terms of client experience and expectations, forcing incumbents to break free and innovate. Now they are coming after the next generation, launching next-gen youth-focused offerings. Europe is leading this charge with nearly half of the startups based in the region. With the increased popularity and competition how are these neobanks finding different ways to market and monetize? In this session hear from Taylor Burton, co-founder of Till Financial on why there is a race to capture the next generation and how Fintechs like Till Financial is turning is a popular trend into a profitable business.
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Under a new Biden proposal, gifts and transfers would be subject to new scrutiny.
October 1
KPMG -
The big asset manager’s acquisition of O’Shaughnessy Asset Management is the latest in a string of similar deals by Wall Street.
September 30
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The goal of Flourish Crypto is to help advisors treat digital currencies like any other asset class.
September 30
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The federal government spends more money on tax breaks for retirement savings, which disproportionately benefit the wealthiest, than for any other tax-related expense, writes Alexis Leondis.
September 30
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Rohit Chopra, a liberal consumer watchdog, was approved as the agency’s director nine months after the Biden administration first announced him as the nominee.
September 30
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The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.
September 30
Johnson Financial Group
