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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Wealth managers now need to not only meet digital expectations but also surpass them, writes Will Bailey.
May 26
InvestCloud -
Lots of people bounce back, but Jeremy Barnum’s rise is an unlikely Wall Street tale.
May 26
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Matthew Turk is an assistant professor of business law and ethics at Indiana University's Kelley School of Business.
May 26
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Biden’s approach might be politically astute, but from a fiscal-design point of view, it’s partially self-defeating, Bloomberg’s Clive Crook writes.
May 26
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An upbeat picture of industry resilience and silver linings is marred by a gender gap when it comes to job worries. Here’s what we can do about it.
May 26
FlexShares ETFs -
For accountants and tax professionals working with clients age 50 and older, there are certain tax perks to recommend that could help boost savings for the future.
May 26
Athene -
Michael S. Downing has served as executive vice president and chief actuary at
Athene since 2015. He is responsible for overseeing global actuarial valuation, modeling, pricing, product development and product go-to-market.May 26
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Greggor Holland is an Employee Benefits Consultant at USI Insurance Services.
May 26
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A lack of faith gives investment and wealth management firms the lowest ranking among the least trusted types of financial services companies, a Morning Consult survey finds.
May 25
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The program has historically been high-stakes and cold-calling friendly. Novice advisors can expect something different now.
May 25
