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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Katherine Flocken is a principal at FS Vector, a strategic consulting firm for financial services and fintech clients.
August 4
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“Eve” Lando is Portfolio Manager, Municipal Bonds at Santa Fe, New Mexico-based Thornburg Investment Management. Thornburg oversees $40 billion for financial advisors and global institutions.
August 4
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The alternative asset manager surpassed its previous peak from the fourth quarter of 2017.
August 4
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Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.
August 4
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The scant personal details that do surface depict a clan allergic to the limelight, scornful of excess and almost comically unpretentious.
August 4
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The new recruits cited their new employer’s technology platform as motivation for making the career change.
August 3
