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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Bobbi Kloss is the director of human capital management services for the Benefit Advisors Network
July 6
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The largest percentage of women advisors for any single firm rose from the previous year, but the available numbers paint a stark picture.
July 6
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Diane Manuel, CFP, is a financial advisor with Urban Wealth Management in El Segundo, California.
July 6
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Jane Gladstone, new president of Promontory Interfinancial Network, says the recession will accelerate the shakeout among the nonbank disruptors and that small banks have an opportunity to forge new bonds with the survivors.
July 6
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“Time is quickly running out for these taxpayers," IRS Commissioner Chuck Rettig said in a statement.
July 6
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The price hikes would come as early as 2022, and follow a budget deficit in 2019.
July 2
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“If anything, this environment has actually pushed people to complete their credits,” says John Loper, managing director of professional practice for the CFP Board.
July 2
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