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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The rollover period has been extended to Aug. 31, allowing some clients to breath a sigh of relief.
June 24
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As much as 86% of investors in a recent survey say they would prefer prefabricated fund packages, as long as they were properly spelled out by advisors.
June 24
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Christopher D. Armstrong is executive vice president, Wholesale Product manager and head of the Financial Services Group at the Federal Reserve Bank of New York. He is also on the Bank’s executive Ccmmittee. In this role, Armstrong oversees the Wholesale Product Office, which is responsible for managing the Fedwire Funds, Fedwire Securities and the National Settlement Services on behalf of the Federal Reserve System and the cash and custody function, which includes cash operations and global currency cervices for the Fed’s Second District.
June 24
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Asset manager Blueprint Capital Advisors claims they stole confidential business information and discriminated against the Black-owned firm.
June 24
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Leveraging big data, machine learning and artificial intelligence will extend stock selection beyond its current capabilities, according to Procure Holdings President Bob Tull.
June 24
Procure Holdings -
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The wirehouse says it wants to simplify pricing for separately managed accounts and expand client choice.
June 23
