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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AUM is down 7% for the wirehouse, which now has 20,000 financial advisors and associated staff working remotely.
April 15
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“People are just saying, ‘Why should I pay for an active manager when most of them lose to the benchmark anyway?’ This is a big deal,” an expert says.
April 15
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Just as in the wake of the 2008 financial crisis, experts say there's rising interest in the products among advisors.
April 15
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A rule designed to prevent simple deduction abuses brings significant complexity to planning.
April 15
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David McGuire is the strategic accounts practice leader at Embark. He previously spent 14 years with EY in their audit and financial accounting advisory practices in both Dallas and Houston, as well as spending his last four years as the deputy CFO and chief accounting officer for a public specialty financial services company in Austin, Texas.
April 15
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While the central bank’s support may help keep credit flowing amid the coronavirus, “it doesn’t necessarily improve the outlook for bankruptcies.”
April 15 -
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Managing Director of the Digital Mortgage Advisory Group, Falcon Capital Advisors
April 15
