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 Internal Revenue Service has posted information on how people who weren’t supposed to receive their economic impact payments for the novel coronavirus pandemic should return the money.
May 6
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The lost assets represent a big hit to the firm’s operations in the small Missouri town where the advisor was based, ex-employer claims.
May 6
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The privately held firm recruited more than 160 reps in the first quarter on the strength of its balance sheet, CEO Amy Webber says.
May 6
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The No. 1 IBD added Securities America’s largest enterprise, whose founder says the firm’s new private equity-backed owner made him uncertain about the future.
May 6
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Jeff Phillips is co-founder and CEO of
Accountingfly , the accountant hiring platform that matches firms with local and remote accounting talent. Phillips was previously with Monster.com, where he delivered recruitment solutions for Fortune 500 companies such as Verizon, H&R Block and Shell. He was named among the Top 100 Most Influential People by Accounting Today for four years. Phillips has a bachelor’s degree in economics from Baylor University and a Master of Business Administration from Southern Methodist University. Phillips lives with his family in his hometown of Pensacola, Florida.May 6
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“This virtual program will fill a major a hole left by internship cancellations,” says FPA President Martin Seay.
May 6
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Citadel Securities is humming at record pace as the coronavirus upends finance, moving dozens of employees and their families to a work-from-resort bubble.
May 6
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With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.
May 6
