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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A class action asserts that the data aggregator accesses more of consumers' bank account information than it needs and ultimately aims to sell the data to others. Plaid, which has agreed to be sold to Visa, denies the allegations.
July 13
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U.S. officials have raised questions about the security of TikTok, which is owned by Chinese company ByteDance.
July 13
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With Treasury yields now hovering around zero, and likely to stay there for years, expected gains from the traditional asset mix are in doubt.
July 13
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The manager joins firms including JPMorgan and Arena Investors in seeking opportunities in the sector, particularly in the wake of the coronavirus pandemic.
July 13
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Almost 90% of smaller fund managers would no longer have to report their investments and their firms would save $136 million a year, the agency estimates.
July 13
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Samantha Regan is a managing director and global co-head of Accenture's Risk and Compliance group.
July 13
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