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.
-
RIAs already on the platform can stick with the old pricing model or transition to the new one.
March 4
-
This three-tiered model may help.
March 4
Cruz Consulting Group -
It’s a short move for the advisors; only four blocks separate their old office from their new digs.
March 4
-
Whether it’s the products they’re developing or the projects they’re leading, the following asset management executives are among the most talented.
March 4 -
Executive Vice President, Global Head of Research, WisdomTree Asset Management, Inc.
March 4
-
The asset manager is targeting as much as $1.5 billion in volume annually, up from about $300 million per year about three years ago, the firm says.
March 4
-
In an hour-long session, justices considered the agency's use of “disgorgement” to collect money from someone the commission sues in federal court.
March 4
-
In his 12-year tenure, the custodian's assets have grown to $822 billion.
March 3
-
To start, these clients are advised to start saving as early and contribute enough to their 401(k)s to qualify for their employer's matching contribution.
March 3
-
Clients want digital banking options. Advisors who can’t help them face an uncertain future.
March 3
