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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“It’s hard to make it mandatory. There are laws about that,” said Jamie Dimon, chief executive officer. “I think what we’d like to do is have carrots and sticks. We want people to take it.”
March 3
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A powerful financial boost in the new pandemic bill combined with tax rules may result in a stimulus check windfall for some young adults.
March 2
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A Biden proposal to change the tax deduction for contributions to a tax credit could have serious implications.
March 2
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Despite Voyant’s success internationally, it is relatively unknown in the U.S. The TAMP plans to change that.
March 2
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All trusts named as beneficiaries before the SECURE Act may need to be updated, says one analyst.
March 2
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Stuart Winchester is the founder & CEO of Marble. Founded in 2020, Marble is a one-hub, digital wallet that allows members to shop, compare, explore, pay, and - for the first time ever - earn rewards on their insurance premium payments. Prior to Marble, Stuart worked as the General Manager, Insurance Product at
Better.com . BeforeBetter.com , Stuart led General Assembly's flagship New York campus where he oversaw one of the largest technical and design communities in the city.March 2
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Danny Estrada, MBA, is the director of enterprise solutions at
Introhive . He focuses on helping organizations realize their growth and sales goals through leveraging AI and relationship intelligence. He has over 20 years of experience as a CRM practitioner and management consultant focused on the deployment and adoption of CRM platforms.March 2
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Spooked by rising bond yields, traders punished the pricier parts of the equity market last week, including many of the fund's top holdings.
March 2
