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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“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.
September 22
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The senior executives, all from the company’s consumer banking unit, agreed to pay six-figure fines in connection with the 2016 unauthorized account scandal.
September 22
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Bleakley Financial Group also picked up an ex-hedge fund portfolio manager while expanding its national footprint.
September 22
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Ilana Isakov Katz is a consultant at Winding River Consulting and a principal at the Marketing Communications Consulting Group. An award-winning marketing professional, she was previously marketing director at a Top 100 Firm for over a decade.
September 22
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The seven advisors managed more than $450 million in combined client assets.
September 22
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While some big Wall Street firms are seeking to get staff back to the office, there are already signs of how challenging that could be.
September 22
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Relations between the world’s two largest economies are at the lowest point in many years.
September 22
CJPA Global Advisors -
The final regulation includes guidance on the requirements needed for properties to qualify for the deduction.
September 22
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Funds from the biggest three issuers account for more than 80% of the industry's total assets.
September 22
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