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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Thomas D. Glascock, Esq., concentrates his legal practice in estate planning, business planning, exit strategy/succession and asset protection planning, and retirement planning. A member of the National Network of Estate Planning Attorneys, the National Association of Estate Planners, and the American, New York, and Nassau County Bar Associations, he is a frequent speaker at professionals events, has authored numerous professional articles, is designated as an Accredited Estate Planner by NAEP, and is admitted to practice law in New York, the District of Columbia and North Carolina.
May 20
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The firm’s diminished ranks are a sign of huge changes in the wirehouse world since the financial crisis ended.
May 20
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The policy shift involves a modest number of advisors in Texas as wealth managers also gear up for office reopenings.
May 20
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In the first-quarter’s coronavirus-driven market decline, 94% of sustainable indexes outperformed, BlackRock research shows.
May 20
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As liquidity disappeared amid the coronavirus-sparked mayhem, veteran fixed-income portfolio manager Gemma Wright-Casparius saw opportunities.
May 20
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The firm's offerings will include a discount self-directed investing service, a team-based “virtual” advisory business and full-service financial advisors.
May 20
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The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.
May 19
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The regulator was one of the first U.S. agencies to tell employees to stay home during the pandemic,
May 19
