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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When the millions left unemployed due to COVID-19 return to work, research suggests they will cash out of their former employers’ plans, Spencer Williams writes.
June 3
Portability Services Network and Retirement Clearinghouse -
Concurrent is catering to breakaway teams assessing their options after back-office frustrations during the coronavirus, co-founder Mike Hlavek says.
June 3
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2020 was a challenging year for banks. The impact of COVID on the economy as well as changes to accounting for loan loss provisions were evident in weaker financial and stock price performance in 2020 for many banks and yet CEO compensation increased. Learn from experienced executive compensation consultants about the challenges Compensation Committees faced in 2020, why pay levels increased relative to 2019, what were common COVID-related compensation changes, and what changes were made for 2021 incentive plan design.
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The leading CPA financial planners with over $1 billion in assets under management
June 3
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The private equity-backed wealth and 401(k) manager drew away an ex-Hightower team as part of its surging growth in the past year.
June 3
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"The successful long-term players have the long-term tech driven trends right, and COVID just accelerated and magnified the trends," an expert says.
June 2
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Four advisors launched a program for RIAs this summer with industry-changing potential.
June 2
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Kim Lockett is Vice President of Customer Success and Services for Nvoicepay, a FLEETCOR company. She has more than 30 years of experience in payments, with a heavy focus on back-office operations and customer engagement. Prior to Nvoicepay, Kim held operations management and leadership positions with Comdata, Crestmark Bank, and Regions Bank.
June 2
