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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The settlement marks the bank’s largest yet from a series of scandals that claimed two chief executive officers.
February 21
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The commission “failed to enact a meaningful conduct rule,” state regulator William Galvin says.
February 21
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Jim Wright is the Vice President of Enterprise Sales in the East Region at Nvoicepay.
February 21
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