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.
-
-
-
-
-
Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast.
April 23
-
Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.
April 23
-
XY Planning Network and coalition of states are asking court to overturn advice regulation they say holds brokers to lesser standard.
April 23
-
XY Planning Network says about 250 students and 50 firms have responded to a new virtual internship program it launched to fill the gap.
April 23
-
A new fund from Pacer ETFs will track an index of companies offering products, technologies and services that are currently in high demand.
April 23
-
Dubbed Disco III, the fund will target leveraged loans, high-yield bonds and collateralized loan obligations.
April 23
