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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Our second monthly survey found a smooth transition to remote work and digital customer access channels — but technology issues still arose. The pandemic has highlighted the importance of having a strong digital presence across all retail sectors, including financial services.
May 15
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Aaron Grossman is a solution sales consultant for AdvantEdge Analytics, CUNA Mutual Group’s analytics firm.
May 15 -
The central bank plans to make both outright purchases of corporate bonds as well as funds potentially invested in sub-investment grade debt.
May 14
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The alternative investing platform will service a total of $55 billion in client assets across 650 funds once the deal for its rival fintech closes.
May 14
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Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.
May 14
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The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.
May 14
Marist College -
Approximately 450 RIAs custody with Folio, which has $11 billion in assets.
May 14
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The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.
May 14
