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.
-
The robo advisor hopes transparency on employee demographics will encourage change.
August 19
-
The new additions oversaw more than $275 million at their former employers.
August 19
-
By law, these payments are taxable so clients will need to report them on their 2020 federal income tax returns.
August 19
-
Increasing Black representation poses challenges that adding women may not: Most women elected to boards had professional connections with the white men who still dominate boardrooms.
August 19
-
Robert Wells, CEO of
PracticePro 365 , is an entrepreneur who has founded and played executive roles in software and professional services firms and launched innovation practices within larger organizations. Most recently, he co-created the digital transformation practice at CFGI, a Carlyle Group company.August 19
-
-
Clients opened almost 1.2 million retail accounts, boosting flows to mutual funds and ETFs, the firm reports.
August 19
-
-
-
While stimulus talks have stalled, better-than-feared economic data and corporate earnings have instilled optimism that a recovery is taking shape.
August 18
