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 Small Business Administration and the Treasury Department unveiled a simpler loan forgiveness application for the Paycheck Protection Program to reflect changes under the PPP Forgiveness Act.
June 17
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Members of the bank’s operating committee will be evaluated annually on how much they have increased representation and inclusion of diverse employees in the operations they oversee.
June 17
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As inflows soar and market dislocations vanish, an industry that consigned to history two major disruptions of the pandemic crash is back.
June 17
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Jeannette McClennan is the Co-Founder and President of McClennan Masson, a digital innovation firm
June 17
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A Democratic-led SEC could revisit Reg BI, advocacy groups and industry observers say.
June 16
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Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.
June 16
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About 6% of the country’s family offices have more than $5 billion of assets under management, while roughly a third control $500 million or less.
June 16
