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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Along with other decisions, dating the amount of money they need to withdraw would help them in retirement planning and spending.
January 14
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Liz Gilchrist Kelly is director of research for Ernst Information Services (a division of Black Knight).
January 14
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The recruits include a father-son duo from UBS.
January 14
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Tsimona Mersie is a Washington-based principal consultant at the management and technology consultancy Capco.
January 14
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Sanford Herrick is founder and managing principal Case Real Estate Capital.
January 14
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David Hrobon is the president and CEO of Wintrust Mortgage, based in Rosemont, Ill.
January 14
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The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”
January 14
