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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“The world has become more digital, less global and more local,” says Amy Lo, co-head of the firm’s Asia Pacific wealth division.
May 8
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David Hoffer is the senior associate for the loan trading desk at Alliant Credit Union in Chicago.
May 8 -
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Economic damage wrought by the coronavirus has not stopped investors from piling into the companies able to churn out profits in the stay-at-home world.
May 8
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Anu Rames is an ESG analyst in the Sustainability Center of BNP Paribas Asset Management. She covers the global health care and global internet, communications and technology sectors.
May 8
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The purchase comes as active asset managers feel intensifying pressure to bulk up as they face stiff competition from passive and index-tracking funds.
May 8
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In just two days, technology and remote staff helped ex-Wells Fargo FAs managing $281 million open client accounts at their new employer.
May 8
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James Anderson is executive vice president of commercial products at Mastercard.
May 8
