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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An in-depth look at the provisions being considered for the new legislation.
September 21
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The alternative investments company hopes to offer increased education and access to the sometimes controversial products.
September 21
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Fed up with the traditional brokerage training programs, financial advisors are opening more doors right into independent practices.
September 20
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The market will separate out those who best take care of their customers.
September 20
Altruist -
Coinbase Global is bowing to pressure from U.S. regulators and tabling plans to launch a product that would pay users interest for lending out their tokens.
September 20
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Robo advisors like Betterment and Wealthfront are turning to TikTok and Instagram creators to attract new clients.
September 20
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Mazi Bahadori is the chief operations officer at Altruist.
A seasoned veteran in financial technology, he previously served as the chief compliance officer and director of operations for Aspiration. Prior to this, he worked for PIMCO as vice president of legal and compliance, for Morgan Stanley as a financial advisor and for Goldman Sachs as a government affairs associate.
September 20
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The question revolves around each individual practice’s specific structure and outlook more than any other factor.
September 20
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In the past year, dynastic wealth has grown for certain families.
September 20
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The XY Planning Network of fee-only advisors and investment advisor Michael Kitces say consumers are being deceived when brokers use labels like “wealth manager” and “financial advisor.”
September 20
