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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Brett Jurgens is the CEO and Co-founder of Notion, a Comcast company (acquired in 2020), empowering home and property owners to be proactive in monitoring their spaces and most valued possessions. Through partner programs, Notion helps insurance carriers, agents and service providers provide value to their customers with Notion’s DIY smart monitoring technology.
April 15
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In partnership with Prime Trust, advisors can now custody, trade and rebalance digital asset holdings alongside traditional portfolios.
April 15
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The top 20 performers nearly doubled the gains of their peers over the period.
April 15
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The annual full-service investor rankings picked a new winner for 2021 while tracking major generational differences.
April 15
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Clark Frogley is the Americas head of financial crime solutions for Quantexa.
April 14
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Commissioner Charles Rettig left open the possibility that there may be delays.
April 14
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A net 236 brokers left the wirehouse in the three months ending in March, the company said in its latest quarterly report.
April 14
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Michael Cerami is vice president of strategic alliances and business development at CPA.com.
April 14
