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.
-
CEO Robert Cook has launched a task force and started assessing his own actions, he said in a panel at the Quad-A Vision conference.
September 16
-
Ameriprise, for example, has hosted more six times as many advisors virtually than it did in person last year.
September 16
-
Dennis Beresford was chairman of the Financial Accounting Standards Board from 1987-1997 and was previously national director of accounting standards at Ernst & Young. He is currently an executive in residence at the J.M. Tull School of Accounting at the University of Georgia. In 2004 he was elected to the Accounting Hall of Fame and received the AICPA Gold Medal for distinguished service. In 2006 he was selected as one of the inaugural inductees of the Financial Executives International Hall of Fame.
September 16
-
Jill R. Shah is a reporter at Employee Benefit News and Employee Benefit Adviser. She can be contacted via email at
jill.shah@arizent.com .September 16
-
Several companies said this week they’re slashing expenses as the economy limps along. Others would prefer to keep investing in new technologies to better gauge which changes in consumer behavior will stick.
September 16
-
Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.
September 16
Momentum Advisors -
The bullion rally has shown signs of losing momentum as economies reopen.
September 16
-
-
-
The majority of job cuts are in corporate departments, with little impact to advisors or client service roles, the firm says.
September 15
