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.
-
Advisors share a tax trick that allows professionals to build seven-figure retirement plans.
August 17
-
Clients shouldn't confuse risky, short-term assets like meme stocks and cryptocurrencies with long-term investing.
August 16
Kestra Holdings -
Defense cites a heart condition caused by a Brazilian parasite as a reason for lesser time.
August 16
-
Ashok Subramanian is founder and CEO of Centivo, a new type of health plan anchored around leading providers of value-based care.
August 16
-
As Chief Investment Officer of Kestra Investment Management, Kara relies on her extensive investment experience to provide independent financial professionals with the expertise and tools they need to serve their clients. Kara was most recently Chief Investment Officer and Managing Director at Goldman Sachs Personal Financial Management, where she provided advisors with a broad array of investment advice, tools, and services.
August 16
-
Saurabh Narain is the president and CEO of National Community Investment Fund.
August 16
-
14.8 million participants switch employers every year — and 33% of workers have stranded a 401(k) savings account in a former employer’s plan at least once.
August 16
Portability Services Network and Retirement Clearinghouse -
The hybrid LPL enterprise is purchasing a fee-only practice as part of its first foray into a major wealth management market.
August 14
-
Sarah O’Sullivan is an accounting director at
LeaseQuery , a purpose-built lease accounting software solution.August 13
-
A legacy insurance institution has entered a placement agent agreement with cryptocurrency platform NYDIG.
August 13
