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.
-
Nearly 48% of younger Americans feel they are not saving enough to secure their lifestyles after leaving the workforce, a report finds.
January 28
-
The IBD advocacy group expects no letup in enforcement by the regulator — with wide ramifications across wealth management hanging in the balance.
January 28
-
-
Bill Wardwell is vice president of strategy and business development at Bottomline Technologies.
January 28
-
Make sure not to confuse it with the SEC’s self-reporting program.
January 28
-
There are indications that the bank may be looking to expand its toehold in the U.S. wealth management market after abandoning it in 2016.
January 28
-
Wealth management is playing an ever bigger role at the firm, which aims to add a million new clients in the coming years.
January 28
-
-
Building trust and credibility with financial advisors is key to stay competitive, as most work with 10 or more asset management firms.
January 28
StoneShot -
Gavin John is founder and CEO of StoneShot, an email marketing and event management platform and provider.
January 28
