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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As asset managers launch funds with this new structure, lack of familiarity may hinder advisors’ adoption of them.
June 12
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The Internal Revenue Service is extending the due dates on its balance due notices because it wasn’t able to mail out the preprinted letters to taxpayers due to office closures during the ongoing COVID-19 pandemic.
June 12
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Toine Van Beusekom is director of the payments center of excellence for Icon Solutions.
June 12
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Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.
June 12
Financial Planning -
Mark Giese, a managing director with
StoneTurn , has more than 13 years of combined experience performing financial statement audits and forensic and financial consulting engagements.June 12
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Eric Hines, a partner with
StoneTurn , brings almost two decades of experience in forensic accounting, controls/compliance and dispute consulting engagements.June 12
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Major donor-advised fund providers said they’re using webinars, podcasts, social media and emails to nudge clients to give.
June 12
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Many observers expect the Fed to move to yield curve control in September. But not everyone is sure this move will be needed.
June 12
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