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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Stressed RIA leaders with a glut of wealthtech products to choose from are experiencing analysis paralysis.
July 16
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The accusations led to the end of 16 years at the firm.
July 15
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In an earnings call Tuesday, CEO Charlie Scharf credited brokers in the firm's branches for working with consumer bankers for a 10% increase in new assets.
July 15
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Citi's wealth division was a relative bright spot in the bank's second quarter earnings report, with revenue up amid turbulent market conditions.
July 15
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Many of the provisions of the OBBBA benefit businesses, but colleges and universities will take a hit, as will companies in renewable energy.
July 15
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Negative net new assets came back to the giant clearing and custody firm in the second quarter, although they weren't as large as in the same period of 2024.
July 15
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Financial advisors have any number of good reasons to seek the best technology and countless firms trying to provide it. Here's how experts say they should start.
July 15
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When Brandon Ross sought to build an independent firm from the ground up, he realized integrated tech would be key.
July 15
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David Peters is the Director of Underwriting Strategy at Bestow, where he leads innovation in risk assessment for life insurance. Previously, he worked at a major life insurance carrier, focusing on analytics and automation. He holds multiple designations, including FALU, FLMI, AIRC, and ARA. David has a Master's degree in Behavioral and Economic Science from the University of Warwick and a Bachelor's degree in Economics from the University of Nottingham. He currently resides in Virginia with his three sons.
July 15
