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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The PE-backed hybrid RIA is acquiring a practice with nine financial advisors managing $1.46 billion in client assets.
June 9
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The technology debuted at the annual INSITE conference reveals how the firm is looking to expand market share among advisors and fintechs.
June 9
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Merrill Lynch, Ameriprise Financial and Hightower Advisors are on the list for the 2021 Digital Wealth Management Impact Innovation Awards.
June 9
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The firm’s head of advisors says implementation required significant additions and enhancements.
June 9
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The China-based company is said to be working with Goldman Sachs to prepare for the share sale, which could take place as soon as this year.
June 9
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Natasha Shifrin is the Global Outbound Sales Director at
Hibob and joined the company in 2020. She has been working at SaaS startup companies for nearly a decade, and Hibob is the fourth high-growth business that she has joined. In her previous roles, and at Hibob, she has remained focused on top of funnel revenue generation and is fascinated with the humanity behind the science of sales. She believes that everyone brings something different to the table, and the key to building teams is understanding how all those different pieces can work and integrate together to build a strong group. Natasha was born in London, spent time living in New York, and now resides in Tel Aviv.June 9
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DAFs come with a potential upfront tax deduction, allowing newly empowered investors to consolidate their giving flows, writes Tom Brilli.
June 9
J.P. Morgan Wealth Management -
The four largest U.S. banks face investor pressure to deliver the returns of smaller rivals, but they complain that the federal deposit cap and capital rules make that difficult. So they're pouring money into wealth management, payments and digital banking to seize more market share in existing businesses and fend off nonbank challengers.
June 9
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