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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Edward E. Matthes allegedly renovated his home, paid child support and bought luxury items with client money.
February 4
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The firm is testing a new robot designed to execute corporate-bond trades directly with bots at dealer counterparties.
February 4
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While they don't need a child to claim the earned income tax credit, the benefit's value increases based on the number of kids clients have.
February 4
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The investing world is rushing to cater people who want to make a difference with their money but are unwilling to accept higher volatility or fees.
February 4
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The recent moves display the stakes of the competitive recruiting fight, which has led to firms like AmeriFlex seeking to give advisors greater flexibility and resources.
February 4
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Jean-Nicholas (JN) Hould is co-founder and Chief Data Officer at Breathe Life, focused on the intersection of business, technology, and digital marketing. JN holds a Master in E-commerce from HEC Montreal.
February 3 -
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"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.
February 3
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