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.
-
Cryptocurrency exchanges, many of which aren't based in the U.S., don't require any registration or account information, writes Alexis Leondis.
June 1
-
While the worries are all valid, they don’t mean the approach has suddenly become financial suicide overnight, writes Emily Cadman.
June 1
-
Andrew Davies is Partner / Creative Director at Paragon Design Group, a creative firm specializing in designing digital products that enhance the Employee Experience. For the past decade, he has worked with top HR Communications firms to improve employee engagement for companies like Hasbro, Anthem, Cargill, ComcastNBC, Merck and Williams Sonoma.
June 1
-
"Inheritors are going to get killed" under the White House’s proposal to put the brakes on tax-free intergenerational transfers of wealth.
June 1
-
Almost 80% of advisors in a survey said their technology wasn’t meeting their needs — and more than half of that group said they are considering switching firms because of it.
June 1
Broadridge Financial Solutions -
Despite decades of corporate talk and experimentation, digitization strategies remain largely piecemeal, unfocused, and ineffective. Is change finally coming?
June 1 -
Chase Birky is a licensed CPA and co-founder of
Dark Horse CPAs , a top accounting and tax firm serving small businesses and individuals. Dark Horse is a democratized CPA firm that empowers CPAs at all stages of their career to elevate their practice, scale their book of business, leverage proprietary technology and collaborate with like-minded, progressive CPAs.May 31
-
There’s a common cultural myth that says people don’t talk about money. I disagree; I think we talk about money all the time. Just not enough about what I describe as “the missing pieces of the money conversation.”
May 31
Sterling Investment Management -
Jacquette M. Timmons , a financial behaviorist, is the president and CEO of Sterling Investment Management in New York City. Follow her on Twitter at@Jacqmtimmons .May 30
-
The London-based banking giant announced a plan this week to exit the mass-market U.S. retail business and focus on managing the wealth of affluent globe-trotters. But other international banks will provide stiff competition.
May 28
