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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The firm hired more than 10,000 employees, boosting total staff to 47,000 associates.
March 5
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The largest banks have cut compensation or held it steady for their top executives. Many regionals, though not all, are expected to make similar decisions as boards balance the desire to reward strong leadership during the pandemic with lackluster financial performance and public relations concerns.
March 5
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The regulator will be stepping up scrutiny of advisors on this issue and others, including ESG and cybersecurity.
March 5
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Robinhood Markets has snared most of the attention for attracting an army of day traders during the pandemic. But far bigger profits are flowing to the family behind Fidelity Investments in Boston.
March 5
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The bank had nearly 270,000 employees at the end of last year.
March 5
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John O’Neill is senior vice president for the U.S. and Canada, at Silent Eight.
March 5
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Martin Sarjeant is head of risk solutions management and strategy for the insurance business at FIS based in London, U.K. He is a dynamic solution leader responsible for delivering product innovation to help insurers drive growth, lower total cost of ownership and meet regulatory requirements. Martin travels extensively visiting customers around the world to ensure the solution development and strategy reflects their requirements as well as current and upcoming reporting needs, of particularly focus over the last 4 years has been IFRS 17.
March 4
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David Stolz, CPA/PFS, is CEO of Stolz and Associates, and chair of the American Institute of CPAs’
Personal Financial Specialist Credential Committee .March 4
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The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.
March 4
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Winging it during the pandemic, advisors came up with new ways to connect with clients and prospects. The best hacks are here to stay.
March 4
