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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As President of Ally Invest, Lule is responsible for Ally Invest Securities, Ally Invest Advisors, and API business lines. Prior to joining Ally Invest, Lule was the Managing Director of Investment Products & Digital Guidance at TD Ameritrade. Previously, Lule worked for leading investment firms such as Morgan Stanley, J.P. Morgan, and Merrill Lynch as a product manager, product developer, and a financial advisor. She holds a B.A. in Economics from Smith College, an M.B.A from Columbia Business School, a CIMA designation from the Investments & Wealth Institute (formerly IMCA) and the 7, 66 and 24 securities licenses. While at business school Lule won both the coveted Toigo Foundation and Goldman Sachs Fellowships.
April 7
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The company has experienced “dramatic increases” in new customers, call and trading volumes.
April 7
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It could all add up to a Goldilocks moment, where growth is fast and sustained while inflation ticks up gently, he wrote to shareholders in his annual letter.
April 7
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Even salaries, which are typically seen as private, were up for conversation among those in the cohort, a survey found.
April 7
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More than half of the broker-dealer’s clients say they’re interested in increasing the share of socially-responsible investments in their current portfolio.
April 7
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The majority of the latest payments went to Social Security recipients and beneficiaries.
April 7
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The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.
April 7
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The data aggregator, whose planned merger with Visa was called off in January, intends to use the funds to accelerate its global expansion.
April 7
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The 37-year veteran advisor’s settlement with FINRA is the latest phase of a two-year saga involving a father-son team at an Indiana practice.
April 6
