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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Brent Nicholson is the co-founder and chief client officer at Carrum Health.
August 27
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Blue Whale’s total managed funds recently surpassed 1 billion pounds.
August 27
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Here's what you missed this week in wealth management.
August 27
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Join Financial Planning's Editor-in-Chief, Chana Schoenberger, Chief Correspondent Tobias Salinger, industry luminary Mark Tibergien and financial advisor Dasarte Yarnway as they discuss the profound changes the financial advisory sector is undergoing.
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Tim Rowley is the chief operating officer and chief technology officer of
PeopleCaddie , a digital talent network for highly skilled contractors. Previously, he served as the senior vice president of e-commerce marketing at Bank of America, where he worked to grow online sales and the online banking user base. Through that experience in changing consumer behaviors to leverage new technology, he saw a parallel opportunity in the contingent labor market. PeopleCaddie works with businesses in a variety of industries, matching employers with fully vetted, professional contractors as well as helping workers leverage their specialized skill sets into attractive contract work opportunities.August 27
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For regulatory purposes, anyone can call themselves an advisor or planner. Professionals in the industry want to change that to enhance the client experience.
August 27
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Jude Erondu wants to help his oil-ravaged homeland, and other developing areas, through sustainable investing.
August 27
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The tech companies have executives who were early backers of the Long-Term Stock Exchange.
August 26
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‘Millions unaccounted for’ in an alleged 10-year fraud as court freezes assets of dually registered planner and his fund.
August 26
