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.
-
Maria Douvas Orme is co-chair of the Alternative Reference Rates Committee's Legal Working Group. She is also global co-head of legal coverage for Morgan Stanley's fixed-income division.
July 19
-
J. Christopher Giancarlo is senior counsel to Willkie Farr & Gallagher LLP and is a former chairman of the U.S. Commodity Futures Trading Commission. He is also an independent director of the American Financial Exchange.
July 19
-
Here's what you missed this week in wealth management.
July 16
-
CEO James Gorman says the company has created something new by adding Solium and E-Trade to its existing force of financial advisors.
July 16
-
The managing director was arrested for two domestic violence incidents over a three-week period.
July 16
-
Now’s the time to think about how to leverage the benefits so we’re prepared when the technology reaches commercial viability, says Adam Schouela
July 16
Fidelity Center for Applied Technology (FCAT) -
For the Westlake, Texas-headquartered financial services company, net income was up significantly from the year-over-year figures but down slightly from the first quarter.
July 16
-
Adam Schouela is head of emerging technology at the Fidelity Center for Applied Technology (FCAT).
July 16
-
-
At your next meeting with clients who express a strong interest in philanthropy, discuss ways to optimize their charitable giving by donating appreciated crypto with a DAF.
July 16
National Philanthropic Trust
