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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With an average gain of more than 108%, the lineup includes actively managed leaders with fees well above 100 basis points.
December 22
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Tanya Little is a health economist and chief growth officer at Vitality Group.
December 22
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Marc Woolward is chief technology officer and chief information security officer for vArmour.
December 22
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With an eye on pathways to fee-only practices and away from an “eat what you kill” philosophy, four planners aim to usher in a more diverse profession.
December 22
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Despite pledges, the IBD network didn’t collect enough data for suitability reviews of the outside transaction for more than five years, according to the regulator.
December 22
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Join Jim McKelvey, co-founder of Square as he offers his insights into where the Fintech industry is headed next year. Will a Biden administration insist on greater regulation? What will happen in the cryptocurrency markets? What will be the big IPOs in the sector? Will GooglePlex make a big splash? What new technologies or applications should we be expecting?
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The program should do more to help the economy adapt to post-virus realities, writes economist Michael R. Strain.
December 22
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Some advisors say they’re busier than ever in the last weeks of 2020.
December 22
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The latest round of coronavirus stimulus legislation includes some major tax provisions and changes for accountants to watch out for in the New Year.
December 21
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