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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Drew Hermiller is an associate at Nelson Mullins in Charleston, South Carolina. Hermiller practices with the tax and benefits group and has experience counseling clients on complex domestic and cross-border transactional tax matters. He can be reached at
drew.hermiller@nelsonmullins.com or (843) 534-4125.June 29
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C. Wells Hall, III is a partner at Nelson Mullins in Charlotte, North Carolina. Hall advises clients on the federal, state and multi-tax aspects of acquisitions, reorganizations, restructuring of business entities, and private equity transactions and estate and gift tax planning in connection with such transactions. He can be reached at
wells.hall@nelsonmullins.com or (704) 417-3206.June 29
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The stress tests used to trigger anxiety across Wall Street, but the banks’ solid showing underscores how comfortable the industry has grown with the exercises.
June 29
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(Bloomberg) — An unpleasant surprise for wealthy Americans lurks halfway through a 114-page document released by the U.S. Treasury late last month.
June 29 -
It’s counterintuitive, but the cash benefit of delaying payouts can outweigh rate increases, thanks to compounding over time.
June 29
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"A shifting of priorities on the part of our clients, coupled with a creative and proactive approach by our team, resulted in even stronger client relationships," writes advisor Eden Lopez.
June 29
RBC Wealth Management US -
The wirehouse seeks a recruitment edge over Wall Street banks taking a more hardline approach to in-office days.
June 28
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Thousands of clients paid sales charges that they wouldn’t have incurred had they held the pricey alternative products until maturity, according to FINRA.
June 28
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What's the safest, most effective way to provide financial assistance? Ultimately, it's about control and trust.
June 28
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Amerant Bank has invested $2.5 million in Marstone to provide a digital alternative to personal wealth advisors for new and existing clients. The technology "gets planning capabilities into the hands of any customer that wants them," says Jerry Plush, the Florida bank's new CEO.
June 28
