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.
-
The Financial Services Institute blasts the move and won't rule out legal action to reinstate the more favorable Trump-era regulation.
May 12
-
At FP’s INVEST conference, executives from major firms explained how the coronavirus has altered the advisor and client experience for the long term.
May 12
-
With Edward Jones poised to settle a racial discrimination class action for $34 million, what does the case say about the state of diversity and inclusion in wealth management?
May 12
-
Firms that master this delivery model can continue to use it long after the pandemic is over, writes David Israel.
May 12
Commonwealth Financial Network -
Having a regulator appoint an auditor would deal with the conflicts once and for all, writes Chris Hughes.
May 12
-
-
-
Stock-market volatility is up as traders worry companies will have to boost wages to hire more workers.
May 12
-
Potential legislation from a more progressive Congress and pressure from activists groups could mean the end is near for forced arbitration.
May 12
-
Early comments from Chairman Gary Gensler have thrown cold water on speculation that the regulator would quickly approve a crypto fund.
May 12
