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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Andrew Hastings is
National Philanthropic Trust ’s chief development officer and has 25 years of experience in the philanthropic and nonprofit marketplace. He is responsible for NPT’s advanced gift planning and major gifts, business development and institutional relationships.July 16
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While the bank’s second-quarter earnings disappointed, wealth management services, driven by Merrill Lynch, were a bright spot.
July 15
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Higher equity values and client activity pushed up the major custodian’s revenue in the second quarter, despite significant headwinds.
July 15
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Advisors should emphasize the role sector funds play in a diversified portfolio when it comes to specific sector holdings, an expert says.
July 15
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The strategy, which puts social good ahead of returns, can strengthen bonds with philanthropically minded clients.
July 15
The Bridgespan Group -
The Securities and Exchange Commission is ramping up enforcement against cryptocurrency providers, as the Internal Revenue Service has also stepped up investigations and compliance efforts.
July 15
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FINRA arbitrators decided not to hold the major custodian liable for transactions prior to 2008, an attorney for the clients says.
July 15
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Michael Etzel is a partner in The Bridgespan Group’s Boston office. Since joining Bridgespan in 2006, Michael has focused on effectiveness across the full spectrum of financing for social impact.
July 15
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Mariah Collins is a manager in The Bridgespan Group’s Boston office. Since joining in 2012, she has worked on a range of cases, primarily focused on impact investing, measurement and evaluation, and public health. Mariah co-leads Bridgespan’s Measurement and Evaluation area of expertise.
July 15
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Yet there is concern the Delta variant of the coronavirus may spread and spear policy actions that could slow economic growth.
July 15
