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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Kelly Mathieson is the chief business development officer at Digital Asset and a member of its executive management team. Prior to Digital Asset, she spent three decades at J.P. Morgan and Goldman Sachs in senior roles across Corporate & Investment Banking, Asset Management, and Securities Services.
September 4
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"It defies belief that Epstein's tax advice was worth the vast sums of money Black paid him," said Sen. Ron Wyden. A law firm commissioned by Apollo, however, said the advice saved Black as much as $2 billion.
September 4
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While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.
September 4
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The Securities and Exchange Commission proposal would eliminate a ban on investment advisors receiving government contracts within two years of making political contributions. The agency says existing laws can address pay-to-play conflicts of interest.
September 4
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Fee increases Charles Schwab is adopting for its in-house advisory business will keep a cheaper alternative for high net worth clients while helping to plug revenue holes.
September 4
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Token prices have collapsed significantly. Enterprise bills have grown anyway. Here's what advisors should know before scaling up their AI usage too quickly.
September 3
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One year after $300M deal, referrals through Robinhood that put younger investors in the pipeline and an ongoing clearing relationship with Wells Fargo reflect how TradePMR is a growing rival to the giants of the custody channel.
September 3
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Dario Dulovic is a technology professional in Omaha, Nebraska. He builds InboxGuards, a self-service account-takeover alarm.
September 3
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The changes will allow only new accounts with $10 million or more to participate in a popular, but risky, strategy aimed at lowering clients' tax burdens.
September 3
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Atul Patel is the co-founder of
Tieout , an AI platform helping accounting and audit firms automate repetitive audit workflows. He is focused on applying AI to transform how firms work and serve their clients.September 3
