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.
-
The Wall Street giant reveals how it plans to capture a bigger share of the HNW and mass affluent markets.
January 29
-
-
-
Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.
January 29
-
Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.
January 29
RightSize Solutions -
Shane Jackson is president of Jackson Healthcare, a $1 billion, privately-held family of 16 healthcare staffing, search and technology companies that are powered by more than 1,500 associates. He is also a primary guiding force for Jackson Healthcare’s mission of improving the delivery of patient care and the lives of everyone it touches, including the nonprofit world, which benefits from the company’s LoveLifts community impact initiatives. Shane is a writer and speaker, and has chronicled his philosophy of workplace culture in his 2018 book, Fostering Culture: A Leader’s Guide to Purposefully Shaping Culture. He counts acting among his pastimes and lives in Alpharetta, Georgia with his wife and three children.
January 29
-
Dean Henry is executive vice president of global business financing and supplier payments for American Express.
January 29
-
-
-
While the deadly virus threatens to harm the world economy, the funds have remained popular as the Fed signals low rates for the foreseeable future.
January 29
