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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Marvin Weiss, Ph.D., is a retired professor of accounting at the New York Institute of Technology, and founding dean of their School of Management. He has also served as adjunct associate professor of economics at Columbia University and adjunct professor of accounting at the Graduate School of Business at Fordham University. He holds a Ph.D. in business from the Graduate Business School at New York University. His articles on HRA have appeared in several journals and in “Topics in Managerial Accounting, 2ndEd.”
December 3
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Fake name, phony credentials, Ponzi-like payments but real victims — this is what authorities are saying about this business.
December 3
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Snezana Zlatar is the senior managing director and head of financial wellness advice and innovation at TIAA.
December 3
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While broadening stock-market gains may one day provide more fertile ground for picking equities, right now fundamental managers are struggling.
December 3
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As part of a two-step deal involving Australian investment bank Macquarie Group, LPL will pick up 900 advisors and $63 billion in assets.
December 2
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Tim Rogers is senior vice president and global general manager of omnichannel and CRM at Criteo.
December 2
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Orion, Riskalyze and AdvisorPeak hope to offer a replacement to TradeWarrior, which will close on Dec. 31.
December 2
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As it does with savings, the app's algorithm calculates how much users can siphon off their earnings into retirement without missing the funds.
December 2
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More clients are also looking for financial advice within the custodian’s retail channel, which offers a robo advisor and full-service wealth management arm.
December 2
