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.
-
A second-term Trump administration would likely continue its deregulatory efforts, focus on Fannie Mae and Freddie Mac's exit from conservatorship, and seek to facilitate fintech participation in the banking system.
August 11
-
The advisor is asking a judge to reconsider the order, saying he wasn’t given a chance to defend himself against accusations of violating a non-solicitation agreement.
August 11
-
The firm will also pay a penalty and offer to buy back variable annuities the former broker sold to 21 other investors.
August 11
-
One of the largest professional designation and training schools launched a program to award free tuition to at least 25 students in the next year.
August 11
-
The hires hail from Morgan Stanley and Wells Fargo.
August 11
-
Gregg Genovese, CPA, is practice leader of
The Bonadio Group ’s Outsource Accounting & Finance Team.August 11
-
-
-
Nguyen Nguyen is vice president, partner development and technical services for Adara.
August 10
-
The new hires were previously at Merrill Lynch, UBS, and BB&T.
August 10
