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.
-
-
-
The smart-beta pioneer and sub-advisor to money managers has re-calibrated its forecasts after the coronavirus-induced crash reshaped markets.
April 9
-
The firm sees "light at the end of the tunnel," says Silvia Ardagna, managing director in the investment strategy group within the firm's private wealth management unit.
April 9
-
The firm's wealth management unit saw new demand for credit, according to CEO Sergio Ermotti.
April 9
-
Mark Blick is Head of Government Solutions at Diginex, the blockchain financial services and technology company.
April 9
-
Jon Van Gorp is partner in the Chicago and New York offices of Mayer Brown LLP.
April 8
-
-
“This market environment is a very good one for investors to do a self-awareness check,” an expert says.
April 8
-
For one, clients will owe taxes still on the distributions, unless they recontribute the money into the account within three years.
April 8
