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 firm’s chief executive began setting the stage last year when he broke the company’s three business lines into five.
January 5
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The top 20 to debut last year by total assets include only three products from BlackRock and none from Vanguard or State Street.
January 5
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The California company, which focuses on technology companies and entrepreneurs, will make a big push into wealth management as part of the proposed acquisition.
January 4 -
The private equity-backed RIA agreed to purchase its first firm of the year after being one of the most active acquirers in 2020.
January 4
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Megan Heinze is president of financial institutions for North America at IDEMIA.
January 4
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The Internal Revenue Service is increasing many of the fees for requests for private letter rulings by 26.7 percent, starting Feb. 4.
January 4
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Nino Tarantino is the CEO of IMS in the Americas. He can be reached for further comment or information via email at
ntarantino@ims.tech .January 4
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VanEck’s proposal comes at a time when the cryptocurrency has continued to set record highs.
January 4
