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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New entrants are gaining traction while established players continue to grow.
March 3
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Those with the resources to sort through compliance thickets may be better positioned to take advantage of some long-awaited changes.
March 3
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The firm hopes to more readily attract talent from rivals.
March 3
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The quartet of financial advisors range in age from their 20s to their 90s, and are the second group to sign with Dynasty this week.
March 3
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The move by Guinness Atkinson is likely to be just a start — quant giant DFA is already next in line to make a similar change to its product line.
March 3
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Much of the confirmation hearing revolved around trading January spikes in GameStop and other stocks.
March 3
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LaTonia McGinnis is a Senior Engagement and Wellbeing Consultant and Executive Board Member of CBIZ Women’s Advantage.
March 3
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Lori Novickis is the Director of Corporate Relations for CBIZ and the National Leader of the
CBIZ Women’s Advantage , a group that promotes the success of women in the workplace.March 3
