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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Janney also adds teams from Morgan Stanley and UBS, while LPL Financial picks up advisors from Janney for its direct employee channel.
October 17
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New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans.
October 16
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Advisors cited better liquidity, lower expenses and higher tax efficiency as among the reasons they like ETFs, the market for which has topped $11 trillion.
October 16
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JPMorgan Chase's absorption of First Republic after the 2023 regional banking crisis has finally dealt its last blow to the giant custodian's asset flows.
October 16
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The findings suggest that "crises, behavioral biases and interpersonal conflicts are not fringe topics but core aspects of modern advising," the authors of a study say.
October 16
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The expiration of premium tax credits for health insurance could lead to hundreds of thousands of job losses and billions in reductions to state revenues.
October 16
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Vivek Oberoi is a strategic finance professional with over a decade on commodities and credit desks at Deutsche Bank and Standard Chartered. He was most recently the CFO of the Citi Costco co-brand credit card.
October 16
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Muhammad Fahmy is senior vice president and general manager at ADP TotalSource. In his role with ADP TotalSource, Muhammad oversees one of the nation's largest professional employer organizations (PEO), providing clients with full-service HR, including benefits, payroll, compliance, talent strategies, a dedicated HR professional and more.
October 15
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