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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Despite low levels of understanding, 75% of people who know about the vehicles still said they were at least somewhat interested in investing in them.
March 10
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Due to declining returns from bonds, the model 60/40 portfolio may eke out real returns of just 1%-2% a year over the next decade, said Lim Chow Kiat, chief executive officer of GIC.
March 10
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Denika Tokunaga of Maven Wealth Management answered FP’s queries about challenges, opportunities and growing during the coronavirus.
March 10
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Coronavirus put the Financial Planning Association’s volunteer program to the test.
March 10
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Some nominees poised to take their agencies in a new direction appear headed for Senate confirmation while an intraparty squabble has delayed the administration’s choice to lead the Office of the Comptroller of the Currency. Here’s the roster update.
March 9
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The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.
March 9
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The rep reeled in at least a dozen victims to the complex scam even though he was suspended from the industry for a different case, according to investigators.
March 9
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Ascensus sold the practice with four reps and $490 million in client assets after acquiring it two years ago.
March 9
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ARKK, along with other funds in her lineup, is in the green after logging its longest stretch of losses since the COVID 19-spurred meltdown last year.
March 9
