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.
-
Brokerage powerhouse commits to a reform program to expand opportunities for advisors of color.
March 29
-
-
Large U.S. banks are directing their venture capital dollars to fintechs in capital markets, wealth management and "future-proofing."
March 29
-
Some money managers warn that the optimism is unsustainable as a successful vaccine rollout doesn’t necessarily equate to the return of pre-pandemic life.
March 29
-
Guidance from the IRS can be confusing, explains Bloomberg’s Alexis Leondis.
March 29
-
Paul Harris is the General Manager of Mortgage Analytics at First American Data & Analytics, a global provider of property and ownership data and analytics solutions.
March 29
-
With clients showing signs of anxiety during the pandemic, Kimberly Foss writes, now is the time to remind them why they came to us in the first place.
March 29
Mercer Advisors -
Under Clayton, who left the SEC in December, regulators determined Bitcoin and Ether weren’t securities, removing an overhang that could have impeded trading and acceptance of those tokens.
March 29
-
For just $1,000, clients can sign up for the firm’s purely digital automated advice service.
March 26
-
The long-simmering dispute spotlights the sometimes fraught nature of advisor career moves.
March 26
