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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Returns by funds from Vanguard, BlackRock and DFA that use the strategy have outpaced global bonds in recent years, but underperformed stocks.
March 12
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“The name may change but our commitment to the business, our clients and our advisors serving these clients is steadfast,” said division head Barry Sommers.
March 12
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Three recent criminal cases raise concerns that wealth managers and regulators aren’t detecting alleged fraud quickly enough or disclosing basic information about crimes and disciplinary problems.
March 12
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Wealth management firms are consolidating at a breakneck pace in a bid to grab wealthy U.S. clients.
March 11
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It’s not just $1,400 checks. Here’s what advisors need to know about other financial perks in the massive stimulus package.
March 11
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The deal will push Paris-based iM Global’s assets above $24 billion and enable it to break into wealth management.
March 11
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Paul C. de Bernier (pictured), Michael Lebovitz, Tareah E. Ikharo and Stephanie M. Hurst are attorneys at
Mayer Brown .March 11
