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.
-
Like other firms, the bank's asset management unit has turned to an outside partner, 55ip, to give RIAs a tax-smart way to transfer assets into model portfolios.
October 7
-
The decade’s top-performers have produced returns of more than four-times their industry peers this year.
October 7
-
Jason Schow is director of business development at the tax practice management software company
Canopy .October 7
-
The advisor allegedly carried out a 20-year scheme defrauding at least 15 clients through forgery and misrepresentations.
October 7
-
Fortunes in the tech and health care sectors jumped by 43% and 50%, respectively.
October 7
-
-
Larry Nisenson is the chief commercial officer for Genworth’s U.S. life insurance business, including CareScout Caregiver Support Services, a program designed to provide guidance and personal support for those struggling to find the right help for their loved one. He holds a B.A. degree in political science from Rutgers University.
October 7
-
-
-
The custodian had been a key player in the growth of the independent channel.
October 6
