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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Rondel Cuyler is the senior vice president for marketing, communications and member engagement for Sharonview Federal Credit Union in Indian Land, S.C.
July 2
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Some of the industry’s biggest players are taking a wait-and-see approach as active, non-transparent funds take their crucial first steps.
July 2
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Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.
July 2
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