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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Despite the credit-positive reading by one agency, the IBDs are competing against less leveraged rivals.
February 1
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A new committee staffed by CFP pros and others is tasked with refreshing what consequences advisors will face for failing to comply with the board’s standards.
February 1
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Though interest rates remain low, the partnership gives advisors specialized deposit accounts and lending opportunities tailored to wealthy clients.
February 1
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The fintech world is expanding at a sometimes breathtaking pace. Much of that growth is driven by venture capital, but how do VCs decide which companies to invest it in--or not? Join Greycroft partner Will Szczerbiak in a discussion with Olugbenga Agboola, the founder and CEO of Flutterwave, the San Francisco-based startup building the largest payments infrastructure in Africa. Guest host James Ledbetter, editor and publisher of the fintech newsletter FIN, will explore these questions: What are VCs looking for in a fintech startup? What are the hottest fintech sectors in 2021? How has the rise in fintech valuations affected the market? Where will growth be strongest in the next few years?
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Experts have identified a dozen credits, deductions and more as worth particular attention this year.
February 1
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The latest round of financing, following last week’s emergency infusion, suggests its initial public offering hangs in the balance
February 1
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At an average age of 37, the top-producing brokers operate in 18 different states, plus the District of Columbia and Guam.
February 1
