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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It’s enough to frustrate star traders, leaving them vulnerable to poaching by hedge funds willing to pay more.
August 12
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They all spent over a decade at their former firm.
August 12
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While Guinness Atkinson pursues the first full mutual fund-to-ETF conversion, similar moves have begun elsewhere in the fund industry.
August 12
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The fund industry's latest arrivals underline the seismic shifts underway in the business of asset management.
August 12
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Joshua Lance is the founder and managing director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and startups.
August 11
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“I wanted to be able to walk in the door and only be able to answer to one constituency: my clients,” advisor Andy Ferguson says.
August 11
