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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Funds that follow a similar approach lost 5.1% over the period, according to Hedge Fund Research.
July 10
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Adam Tarnow is the founder of
Tarnow & Company , a business development consulting firm focused on accountants and other professional service providers. He can be reached at Adam@TarnowCompany.com.July 10
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Over the past 15 years, Black participation in the industry has stalled at a mere 8% — a figure that typically dwindles heading up the leadership ranks.
July 10
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Darya Shneyder, CPA, is a partner in the Real Estate Group at Marks Paneth LLP. She specializes in providing accounting, auditing, tax and advisory services to commercial and residential real estate owners, developers and co-ops and condominiums, as well as securing real estate tax reduction via certiorari audit filings.
July 10
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Alec Grant is head of client fraud prevention for commercial banking at JPMorgan Chase.
July 10
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Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.
July 9
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The Democrats’ presumptive presidential nominee called for a public credit reporting agency and for the Postal Service to offer financial services, among other proposals issued through a unity task force with Bernie Sanders. But analysts suggest the recommendations are more about electoral politics than pushing for real reforms.
July 9
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Investment advice firms netted hundreds of millions of dollars. Here’s where they’re based, what lenders they turned to, and more.
July 9
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The move would potentially set a bleak precedent for an industry that’s been resisting mass layoffs as the coronavirus pandemic worsens.
July 9
