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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Michel Roig is senior vice president and head of business line payments and access at Fingerprints.
February 24
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The Tax Court added its voice to the dilemma facing many taxpayers working remotely due to the pandemic.
February 24
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Scoring across nine quantitative and qualitative metrics, here’s how Backend Benchmarking ranks the industry’s digital advice providers.
February 24
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The new additions represent Rockefeller’s first foray into Colorado.
February 24
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The exchange operator’s planned regulations are currently too narrow and should be amended, two groups wrote in comment letters to the SEC.
February 24
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Advisors can enhance strategies by recognizing set patterns of behavior during this period.
February 24
Integrity Financial Group -
Vijay Khetarpal is president and chief executive officer of Integrity Financial Group, located in Tyson's Corner, Virginia.
February 24
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More than three-quarters of those who passed the test studied at least 10 hours-per-week, according to a recent study.
February 24
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The Depository Trust & Clearing Corporation is offering a blueprint for speeding up the settlement process.
February 24
