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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Northwestern Mutual’s practices raise difficult questions about the nature of retail advice just as wealth management faces greater scrutiny under new rules.
July 17
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Wall Street criticizes rookie investors for driving up stock prices, but there is little evidence supporting the narrative.
July 17
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After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.
July 17
Cyndeo Wealth Partners -
Mark Ladd is vice president of regulatory and industry affairs at Simplifile, which is part of ICE Mortgage Services.
July 17
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Candidates will be allowed “two tissues” while testing at home and are advised to have bed linen handy.
July 17
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Matt Kilgroe is a financial advisor and CEO of Cyndeo Wealth Partners in St. Petersburg, Florida.
July 17
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Eyal Feldman is the founder and CEO of
Stampli , an AI-based automation platform that streamlines the accounts payable processJuly 17
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“What this tool does uniquely is it takes the depersonalized delivery of benefits and really helps the individual determine how best to get the most out of their benefits,” says Voya’s Andrew Frend.
July 17
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