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.
-
Taking advantage of catch-up contributions is one of several methods that can help them get back on track.
February 12
-
Nicole Valentin-Smith is director, client management, digital lending and origination at Fiserv Inc.
February 12
-
Captrust wins a heated battle to expand its North Carolina footprint.
February 12
-
While several tech giants have done away with the clause in the past few years, the process remains widespread on Wall Street, which pioneered it decades ago.
February 12
-
Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.
February 12
-
Lauren DeMarco is the director of market operations for Central and South Florida at staff and recruiting company
Aston Carter . Her teams specialize in staffing temporary and consulting needs in accounting & finance, corporate services, contact centers and marketing. She began her career at Ernst & Young.February 12
-
CEO Peter Mallouk wants to create a “reserve” to see the RIA through any economic downturn.
February 12
-
Michael Johnson is executive vice president of supervision, regulation and credit at the Federal Reserve Bank of Atlanta.
February 12
-
Raphael Bostic is the 15th president and chief executive officer of the Federal Reserve Bank of Atlanta.
February 12
-
Ms. Washburn is a Managing Director at Municipal Market Analytics (MMA), an independent research and consulting group that publishes commentary on the US municipal bond market. Prior to MMA, Lisa was a managing director at Moody’s Investors Service where she managed several ratings teams and led various high profile projects, including the agency’s first municipal default study and the 2010 municipal rating recalibration.� Lisa is currently serving as the 2016 Chair of the National Federation of Municipal Analysts (NFMA) and has been on the Board of Governors and led many of the organization’s committees since 2008.�� She is also a member of the Municipal Analysts Group of New York (MAGNY).� She has an undergraduate degree in finance from Lehigh University and holds the designation of Certified Management Accountant.��
February 12
