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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Funds focused on the sector lost more than $2.4 billion in August, the most since 2016.
September 2
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Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs.
September 2
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The custodian’s NetX360 desktop now supports biometric authentication.
September 2
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Northwestern Mutual’s practices raise concerns about the nature of retail advice, just as wealth management is facing greater scrutiny under new rules.
September 2
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Jeffrey J. Ansley is a partner and Katherine M. Devlin and Arianna G. Goodman are associates with Bell Nunnally in Dallas. They can be reached at jansley@bellnunnally.com, kdevlin@bellnunnally.com and agoodman@bellnunnally.com, respectively, or via the firm’s website,
https://www.bellnunnally.com/ September 2
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Ryan Davis is a Senior Manager, Assurance, at BPM LLP in San Francisco. He has over 10 years of public accounting experience, serving both public and private companies in a variety of industries. Ryan is well versed in the financial services industry where he has served alternative investment, marketplace lending and broker-dealer companies, and also provides audit and consultation services on all types of employee benefit plans.
September 2
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Ray Dalio’s $138 billion asset manager has tweaked its version of the strategy as yields hit historic lows, a person familiar with the matter says.
September 2
