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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Recruiting and retention of talent looms large for Advisor Group after it rolled up three firms in the wake of a massive acquisition.
February 4
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Approval for similar access at competitors such as Schwab and Morgan Stanley’s E-Trade can take days.
February 4
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APIs, proprietary funds, customer service issues: executives explain what they’re planning as their company hits $6.7 trillion in client assets.
February 4
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Charles Hylan, CPA, MBA, is the managing director at
The Growth Partnership , where he advises clients within several areas of TGP’s service offerings, including marketing, strategic planning, partner relationships and leadership development. Additionally, he is a senior business developer at ABLE: CRM for CPAs and leads efforts to bring the Rosenburg survey, a benchmark report comparing over 100 metrics across nearly 400 firms to the accounting marketplace. He has experience consulting and working with accounting firms ranging from sole practitioners to national and Big Five firms.February 3
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The 20 categories with the biggest gains are home to nearly $10 trillion in combined assets.
February 3
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Scott Ford is the new president of the 1,400-employeee wealth management unit that caters to affluent clientele of the Minneapolis company.
February 3
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The team caters to wealthy clients and athletes, and specializes in private placement life insurance.
February 3
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This could be "could be much larger than we expect,” Zach Perret says.
February 3
