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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The distinction between the two concepts lies in advocacy and leadership, said executives from Morgan Stanley, J.P. Morgan, Citi and Stifel.
September 23
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Nancy began her Commonwealth career in 1999 and has worn many hats during her tenure at Commonwealth, and that experience has been invaluable in her quest to streamline processes and gain efficiencies. She oversees the bicoastal Transition and Field Development Operations teams responsible for the entire advisor onboarding experience and ensures that advisors and prospective advisors alike receive the highest level of service and support.
September 23
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The practice led by two brothers is the 10th to join Dynasty’s platform in 2021, as more wirehouse teams go independent.
September 23
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Purpose-built software promises flexibility and independence but can come with hidden issues and costs, Jed Maczuba argues.
September 23
Advisor360 -
Jed Maczuba is chief technology officer of Advisor360, a Boston-based fintech provider of deeply integrated wealth management solutions.
September 23
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Form CRS was supposed to clear things up, but it’s made things worse, a fiduciary critic says.
September 22
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Technology that provides more transparency, customization might lead to more widespread adoption.
September 22
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The group said Vanguard has lent millions of dollars to tar sands companies, whose projects are among the most harmful to combat global warming.
September 22
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