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 policy issues grow more urgent every year, but lawmakers haven’t passed any significant legislation for nearly 4 decades.
April 29
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It’s time to revisit your firm’s protocols to ensure they make sense given widespread tech adoption during the pandemic, writes Wes Stillman.
April 28
RightSize Solutions -
Richard Herring is Jacob Safra Professor of International Banking and Professor of Finance at the University of Pennsylvania's Wharton School of Business
April 28
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Some taxpayers, including those who aren't millionaires, have been hammered by the limit, writes Bloomberg’s Alexis Leondis.
April 28
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In the annual rankings, retail brokerages struggled to keep up with surging investor demand.
April 28
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If employees are a company’s greatest assets, then children are a person’s greatest treasure.
April 28
John Jay College -
Chris Koverman, vice president engineering and operations at CLARA Analytics, is a seasoned engineering executive with more than 20 years of product development and senior management experience in strategy, design and development of complex, scalable cloud-based products. Koverman is known for his ability to define product strategy and lead the technical execution required to achieve these goals. Chris received a Bachelor of Science, Biophysics, from University of California, Berkeley and a Bachelor of Science, Computer Science, from the University of California, Santa Cruz.
April 28
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The firm’s recruiting is also gaining steam, despite the ongoing impact to its bottom line from low interest rates.
April 28
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