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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One of the largest wealth managers aims to attract more teams out of the crop of nearly 7,000 advisors leaving employee-channel firms each year.
January 26
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Dave Jacobs is the Co-founder and Co-CEO of
Homethrive , an innovative age-inclusive employee benefit that provides expert Care Guides and supportive technology to employees who are caregiving for an aging loved one.January 26
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The firm pivoted away from an aggressive hiring strategy in 2016 and has seen a substantial drop in costs associated with picking up experienced talent.
January 26
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Eric Glass is a municipal portfolio manager and impact investor at AllianceBernstein.
January 26
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Among the new hires is Scott Collins, former head of brokerage independence and institutional sales consulting. He is one of many ex-TD Ameritrade alums seeking new employment after Charles Schwab acquisition’s of the firm.
January 26
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Collectively, the brokers generated $167 million in annual production and oversaw $37 billion in combined client assets.
January 26
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The results underscore the standout performance of the industry's largest firms in equities, a business where Europe’s banks have struggled to keep up in recent years.
January 26
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Stefanie Coleman is an Australian, New York-based, principal in the Ernst & Young LLP People Advisory Services practice who focuses on banking and capital markets. She has advised the world’s leading banks on a broad range of workforce strategy issues across the US, Australia, Middle East, Asia and the UK. In 2019, she was recognized by Workforce Magazine as a Workforce Game Changer.
January 26
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While qualified contributions won’t necessarily give clients the biggest tax bang for their buck, there are exceptions to the rule, Jeffrey Levine writes.
January 26
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University tuition is one of the top planning priorities of financial advisors’ clients, and a new book wants to help guide readers on how to pay for it.
January 26
