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.
-
“No one could have envisioned what this virus was going to do to the commercial real estate space,” an expert says.
July 22
-
Deirdre Christensen is payment modification lead at Nvoicepay, a Fleetcor company.
July 22 -
Daniel Stanton is global head of global transactions services FX product management at Bank of America.
July 22
-
Unexpected tailwinds from the global pandemic have made recruitment more efficient and have highlighted advisor-client bonds.
July 22
-
The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.
July 22
Farella Braun + Martel -
Julie Treppa is a tax partner in Farella Braun + Martel’s San Francisco office. She can be reached atjtreppa@fbm.com .July 22
-
To thwart a multifactor verification system, he once used a victim’s home phone to authorize transactions.
July 22
-
Their options are dwindling as the number of insurers offering nursing or home-health care coverage shrank to about a dozen in 2018 from over 100 in 2004, data show.
July 22
-
-
