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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Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast.
April 16
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The firm detailed its strategy for complying with the SEC’s regulation ahead of its June 30 enforcement date.
April 16
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CEO Larry Fink announced a new focus on ESG in January, however the coronavirus has pushed a separate set of urgent issues into the forefront.
April 16
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The online brokerage says it has experienced record revenue growth during the coronavirus pandemic.
April 16
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The Small Business Administration stopped approving loans when the Paycheck Protection Program hit its cap.
April 16
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The firm’s chief investment officer spent as much as a third of that on high-yield funds, according to people with knowledge of the matter.
April 16
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Dean Boyer is a director in the Technology Services Group at Top 100 Firm Marks Paneth LLP. To this role, he brings more than 30 years of experience in information technology and data management, with a focus on data science and business intelligence. He advises both for-profit and not-for-profit organizations on how to harness data to increase operational effectiveness and improve organizational performance. His experience includes product development, data integration, data analytics, project management and management consulting for a variety of industries, including healthcare, banking, real estate, hospitality and financial services.
April 15
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Talia Pierluissi is the director of wealth management at Aspiriant. Follow her on Twitter at @aspiriantnews
April 15
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