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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The move is about “expanding access to high quality growth investing to non-accredited investors,” says Upholdings CEO Robert Cantwell.
January 8
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Firms will up their tech investments and continue rewards and punishments designed to shape advisor behavior, says recruiter Mark Elzweig.
January 8
Mark Elzweig Co. -
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The combination of wealth management with supporting sectors attracted investors to two major deals.
January 7
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The future of referrals won’t be driverless but it will be largely remote and fueled by pre-COVID fundamentals.
January 7
Mercer Advisors -
Probabilistic forecasts provide a durable framework for a sound financial future, the author says, and offers some for the new year.
January 7
Wealth Logic -
The firm credited keeping its offices open during COVID-19 as a major selling point as FAs industrywide kept making moves and repapering their clients.
January 7
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The top 20 more than doubled the gains of their fixed-income industry peers.
January 6
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