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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Moves and news at Macquarie, Rockefeller, Vanguard, Orion, and elsewhere in the financial-advice industry this week.
April 22
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Peggy Ho built the rival firm’s government relations team, and she’s joining the new firm at a pivotal time in wealth management regulation.
April 22
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The legislation re-introduced in Congress could give more clients the option of seeking damages through the courts.
April 22
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The TIFIN group owns 10 companies building software for individual aspects of the wealth and asset management industry.
April 22
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Outmoded, unpopular, a tad unsavory: the once-ubiquitous title is now out of favor.
April 22
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A proposal is expected as early as next week as part of the administration's tax increases to fund social spending in the forthcoming “American Families Plan.”
April 22
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After appointing the committee and starting a new conference series, co-chairs Fanci Worthington and Stephen Oliver are asking all advisors to get involved.
April 22
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The six-person will focus on ultra-high-net-worth families and individuals in South Florida.
April 22
