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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David Dubrow is a partner at ArentFox specializing in structuring municipal bond transactions, bond defaults and municipal bankruptcies.
July 7
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The leaders raked in a combined $949 billion over the past decade.
July 7
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The bank’s home city of Toronto boasts a population that is more than 50% foreign-born, but there is little diversity in the upper echelons of its financial firms.
July 7
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The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.
July 7
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Opening up about your personal circumstances forms a bond that can only benefit your planning practice.
July 7
Urban Wealth Management -
The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.
July 7
