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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Paul Manchester, Ph.D., is a former principal economist at the Federal Housing Finance Agency, having served from 2009 to February 2021.
September 17
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New products constructed on more stringent ESG criteria than the so-called greenwashers often can’t be accessed through large wealth managers.
September 17
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Sen. Mike Crapo, an Idaho Republican, is the ranking member of the Senate Finance Committee.
September 16
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The firm also agreed to an independent compliance review and an overhaul of its social media policies.
September 16
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The firm cited investor appetite for virtual currencies, the growth of Bitcoin holders and the existence of similar funds abroad as reasons to approve the product.
September 16
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Prashant Kothari is managing director of SitusAMC Title Production Services.
September 16 -
Plan participants gave firms low marks in fundamental areas, though some performed better than others.
September 16
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Two of the most generous tax loopholes are on the chopping block, the latest surprise in emerging tax increases.
September 15
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An unusual recommendation by the wirehouse’s First Clearing unit drove the big succession deal for XML Financial Group.
September 15
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The Social Security Administration found the asset reserves of both the OASI and DI Trust Funds in 2020 increased, but deficits still loom.
September 15
