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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Florence Holland serves as the lead manager of pipeline initiatives at the American Institute of CPAs.
February 20
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In a new episode of Financial Planning’s In|Vest Podcast, the impact investing consultant explains what prompted her to start collecting accounts of harassment, assault and discrimination.
February 20
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The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.
February 20
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Undisclosed payments from alt managers should have been explained to clients in Form ADV, the regulator says.
February 20
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Sean Duffy is a former member of the U.S. House of Representatives, representing Wisconsin's 7th district. He was the lead sponsor for PROMESA, which was passed and signed into law in 2016.
February 20
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The choice surprised analysts, investors and even insiders because of his limited experience in wealth management and investment banking.
February 20
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Analysis of funds that have sustainable equivalents shows there’s neither a long-term edge nor a sacrifice for picking one strategy over the other.
February 20
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Dr. Amanda Graham leads the Innovations Center within Truth Initiative, a national public health organization that is inspiring tobacco-free lives. Under her leadership, the Innovations team has built a suite of technology solutions for tobacco control, includingthe EX Program , an enterprise quit-tobacco platform designed for employers. She is internationally recognized as a thought leader in web and mobile quit-smoking interventions and online social networks and has been awarded over $15 million in NIH research funding. Dr. Graham is also Professor of Medicine (adjunct) at Mayo Clinic College of Medicine and Science.February 20
