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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Dr. Kathy Snider is SVP/group leader, engage Products for CO-OP Financial Services
September 24
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Expenses fell by 20 basis points and risk-adjusted returns climbed 92 bps, according to the study.
September 24
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Investor advocates, religious groups and proponents of ESG investing argue the changes are a gift to business lobbyists that will muzzle corporate critics.
September 24
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The company has been experimenting with ways to recruit more women and minorities, including a program to hire professionals who had left banking.
September 24![Wells Fargo CEO Charlie Scharf quickly walked back his controversial comments in a lengthy statement to employees Wednesday in which he apologized “for making an insensitive comment reflecting [his] own unconscious bias.”](https://arizent.brightspotcdn.com/dims4/default/b74d84b/2147483647/strip/true/crop/4368x2457+0+227/resize/1280x720!/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2Fd7%2Fc1%2Ffbde9308449b9876620db6137643%2F336351924.jpg)
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“It’s not just a shiny object, it’s really about content,” the firm’s head of ETFs and indexed strategies said.
September 24
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Chris Call is CEO of North Bay Credit Union, a cannabis-friendly institution in Santa Rosa, Calif.
September 24
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The firm’s new technology will allow advisors to “get into the weeds” of underlying portfolios with clients.
September 23
![Wells Fargo CEO Charlie Scharf quickly walked back his controversial comments in a lengthy statement to employees Wednesday in which he apologized “for making an insensitive comment reflecting [his] own unconscious bias.”](https://arizent.brightspotcdn.com/dims4/default/01f7154/2147483647/strip/true/crop/4368x2457+0+227/resize/1440x810!/format/webp/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2Fd7%2Fc1%2Ffbde9308449b9876620db6137643%2F336351924.jpg)
