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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In two recent moves, the firm promoted one of its own to regional director and lured another back from AllianceBernstein.
December 1
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Global equities notched their largest monthly gain since at least 1988, while multiple major benchmarks are at or near all-time highs.
December 1
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Advisors will face a drastically changed industry landscape and Schwab, already an industry leader, will play an even more outsized role in the marketplace.
December 1
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With COVID-19 cases soaring, a growing number of banks, including JPMorgan Chase, U.S. Bancorp and Capital One, have pushed back target dates for bringing employees back to offices. Some are even allowing them to work from home indefinitely.
December 1
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This year’s report on advisor compensation shows how RIAs and IBDs are attracting, retaining and rewarding talent.
December 1
Financial Planning -
In a bid to attract clients left out by AUM fees, IBDs are enabling advisors to take approaches first made popular in the full RIA channel.
December 1
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Planners and experts dive into wirehouse pay, charging clients at a higher rate, emerging business models and other key issues.
December 1
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Coronavirus has accelerated trends in advisor compensation as firms move to an ensemble model and enhance their benefits packages.
December 1
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Peter Jackson is the Group Director for Data Sciences and is responsible for the Group Data Strategy across Legal & General. He is co-author of two best-selling books,The Chief Data Officer’s Playbook published by Facet November 2017, and Data-Driven Business Transformation published in March 2019 by Wiley. On the international lecture circuit, he speaks regularly on data, innovation and business transformation. He can be reached at peter.jackson@landg.com.
November 30
