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 slow pace of IT innovation leaves little room for advisors to Apple-ize client-facing functions — and they’re losing business because of it.
September 15
Broadridge Financial Solutions -
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Joseph Lo is the vice president of wealth product innovation at Broadridge, where he is responsible for creating innovative technology-based solutions to solve clients’ challenges in the financial services industry. Joseph has over a decade of experience in the software and product development field.
September 15
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Juliane Kowalski is the senior vice president of Group Benefits at MetLife.
September 15
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Elizabeth Warren wants the Federal Reserve to break up Wells Fargo. That is sort of funny and silly in equal measures.
September 15
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The pandemic is changing the game for performance management. It's time to evolve the financial services model.
September 15
Ernst & Young LLP People Advisory Services -
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Cresset added five more advisors to the previous 10 that the megabank claims a founding partner recruited in violation of the terms of his resignation.
September 14
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Plaintiffs claim the firm’s high cash allocations juiced revenue for Schwab at the expense of client performance.
September 14
