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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A Supreme Court ruling could eviscerate one of the agency’s most potent weapons.
March 2
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Jeff Hinkle is the director of content for Polyient Labs, an early-stage blockchain startup incubator. Previously, he worked for more than 15 years in the banking and financial services sectors.
March 2
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For planners who embrace the potential to provide these services, it can be a natural next-generation service offering.
March 2
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Many wealth management trends never caught on. This one is no passing fad, however.
March 2
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One of these snags is taxation on clients’ retirement income, which can hurt their cash flow.
February 28
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That would be a big “no,” in most cases, according to FINRA, but gives rise to another question…
February 28
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Communities of color still don’t see enough advisors “who look like them.”
February 28
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Jessica Curtin joined the Compliance Risk organization of
Paychex in October 2016 as a retirement, FSA and HSA compliance analyst. In this role, she is responsible for regulatory compliance of the Paychex retirement and Section 125 products, government and industry group relations, and business partner consulting. Jessica received her BS in finance from the Rochester Institute of Technology,and also holds the ASPPA designations of Qualified 401(k) Administrator (QKA), Certified Plan Fiduciary Advisor (CPFA), and Tax Exempt and Governmental Plan Consultant (TGPC).February 28
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In his role as chief medical officer, Dr. David Gregg oversees StayWell’s population health management programs, leveraging behavioral science as the foundation for helping clients – corporate enterprises and health systems – drive lasting change that improves health outcomes. StayWell illuminates the path to better health through innovative health management solutions, patient education, and health services and support. Through the science of behavior change, the company’s solutions help people live better, healthier lives.
February 28
