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.
-
The top 20 carried an average expense ratio of more than three times the broader industry.
January 20
-
Eastern Michigan’s program aims to connect people with disabilities and financial advisors to research and industry resources.
January 20
-
Helen Braswell Kakouris, CPA, is co-founder of
VaroTeam , a cloud-based accounting company headquartered in Miami Beach.January 20
-
-
“There is an advantage to funding the debt, especially when interest rates are very low, by issuing long-term debt," Janet Yellen said during her Senate confirmation hearing.
January 20
-
Nick Volpe is executive vice president of account management at ACES Quality Management.
January 20
-
Eaton Vance and E-Trade deals expected to boost the firm’s performance.
January 20
-
The new fund, expected to begin trading next quarter, will carry an expense ratio of less than half the new actively managed offering.
January 20
-
-
Nicole Vogrin is chief corporate affairs and communications officer at Western Union.
January 19
