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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“We didn’t need to physically travel to see that RBC was the ideal place to move our practice,” ex-UBS advisor says.
May 19
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Many financial advisors aren’t aware of serious conflicts of interest affecting the majority of retail clients, Northeastern University Professor Nicole Boyson says in a Financial Planning Podcast.
May 19
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Manny Newburger leads the consumer financial services law practice group at Barron & Newburger, P.C. He has a national practice in consumer protection litigation, regulatory matters and compliance. For 22 years, he has taught consumer protection law at the University of Texas School of Law.
May 19
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Barbara Sinsley is chief legal officer for Remitter USA and meldCX. She previously served as general counsel of FactorTrust, a credit-reporting company that utilized alternative credit scoring models. She is a recognized expert in laws affecting the credit and collection industry.
May 19
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“The mindset has shifted in terms of how we need to be able to lead and support a virtual workforce,” says Edward Jones CHRO Kristin Johnson.
May 19
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Stephanie Brock is CFO of
ERP Maestro . For over 20 years, she has held senior finance management roles for a variety of technology and startup companies. A frequent CFO panelist and speaker, she has won multiple awards in the field of finance.May 19
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Julien Bras is portfolio manager of Allianz Global Investors’ Green Bond strategy, based in Paris.
May 19
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The Internal Revenue Service and the Treasury Department are beginning to send nearly 4 million economic impact payments by prepaid debit card, instead of by paper check or direct deposit.
May 19
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The Internal Revenue Service is bringing in more help to deal with the flood of calls about economic impact payments.
May 18
