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 controversial practice generated 80% of the brokerage app's Q2 revenue.
August 31
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As more and more employees gear up to leave their jobs in a post-pandemic hiring frenzy, economists fear the issue will only get worse.
August 31
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Lyle Solomon is a principal attorney for the
Oak View Law Group in California. Since 2003, he has been a member of theState Bar of California . In 1998, he graduated from the University of the Pacific’s McGeorge School of Law in Sacramento, California.August 31
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The ruling could open other similarly closed cases worth hundreds of millions of dollars.
August 31
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LPL navigates its trickiest relationship with hybrid RIAs, and the stakes are high. After a year marked by hate and violence, Asian American advisors reflect on the industry’s potential.
August 31
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New survey finds that investors are concentrating on long-term planning, but plans vary widely on when — or if — they will be able to retire.
August 31
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Will the giant tax incentive thrive as a tool to defer, minimize and eliminate capital gains tax?
August 31
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Technology is key to how advisors work today, and it has to be understood by clients to get max value.
August 30
Altruist -
Pete Dorsey, chief strategy and revenue officer at Altruist, has over two decades of experience in the RIA business. Pete oversees Altruist’s go-to-market strategy, working closely with the marketing, product and customer success teams to provide the best platform and client experience for its customers.
August 30
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John J. Rapisardi is a partner at O’Melveny & Myers LLP and legal counsel to the Puerto Rico Fiscal Agency and Financial Advisory Authority (AAFAF).
August 30
