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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Simon Powley is the head of advisory services and consulting for Diebold Nixdorf.
June 18
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Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.
June 18
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More than 70% of U.S. bank workers expect their employers to allow some flexibility about where and when they do their jobs, according to a new survey from Arizent. The findings suggest that to attract and retain talent, banks will have to continue work-from-home arrangements that became standard during the pandemic.
June 18
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The historic abolitionist showed how to be an ally in a specific and useful way, writes Keith Beverly.
June 17
Grid 202 Partners -
Fresh off a cold-calling scandal, Andy Sieg reaffirmed that the wirehouse will keep recruiting from within Bank of America. This could change field demographics for better or worse.
June 17
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Financial advisor Keith Beverly launched Washington, D.C.-based Grid 202 Partners in 2018. He holds CFA and CFP designations.
June 17
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Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.
June 17
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As technology and diversity take center stage, firms are using new strategies to attract women.
June 17
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Filmmakers use the phrase “Narrative Is Everything” to emphasize the importance of storytelling to their craft. They understand how a good storyline communicates to the viewer, draws them in and makes them root for the protagonist. Without a good narrative, even the best casts inhabiting the most wonderful characters risk failing to entertain. Great narratives can terrify you, warm your heart, or compel your attention.
June 17
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