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.
-
-
“As we navigate through these unprecedented times, we are exploring a variety of measures to reduce costs while managing our business and continuing to serve our clients,” a TIAA spokesperson said.
May 11
-
-
Where can a broker earn the most compensation?
May 11
-
With return targets growing ever more elusive, many investors are willing to take their chances with private debt and equity.
May 11
-
New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.
May 11
-
-
The pandemic has sealed the fate of small, niche offerings that have failed to gain traction.
May 11
-
Karyn Twaronite is the global vice chairperson of diversity and Inclusiveness with Ernst & Young.
May 11
-
Jay Nisberg, Ph.D., is a leading management consultant to the CPA community. For the past 20 years, Jay has been named one of Accounting Today's Top 100 Most Influential People in public accounting. Reach him at
jaynisberg@gmail.com .Alan Grad is chairman and CEO of American Business. The firm was founded in 1967 and serves as a high-end insurance resource to CPA and law firms, risk management firms, financial advisors, and sports/entertainment agencies. Reach him at
agrad@americanbusiness.com .May 11
