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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David Haughton, JD, is an advanced planning consultant at Commonwealth Financial Network.
August 23
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The ready-made strategies have been around for years, but in an era of fee wars and ETFs its popularity is exploding.
August 21
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The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.
August 21
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The new information sheds light on how an industry leader is grappling with one of the profession’s most pressing issues.
August 21
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The bank is under growing pressure to lower costs.
August 21
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Market recovery has made the risk of missing out more pronounced this year, forcing many funds to position themselves towards historically bullish levels.
August 21
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The ongoing coronavirus pandemic has scrambled normal wealth management operations.
August 20
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From regulations to taxes, big changes could be in the offing.
August 20
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James Standard, Jr. is a partner at
Taylor English Duma LLP , who handles a variety of business transactions, including mergers and acquisitions, stock purchases, asset purchases and other buy-sell transactions. He represents both businesses and individuals in a variety of commercial transactions, including lending agreements, lease agreements and employment agreements. He can be reached atjstandard@taylorenglish.com .August 20
