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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Anthony Kellum is president of Kellum Capital Group and Kellum Mortgage, a division of Local Lending Group, based in Roseville, Mich.
December 12
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There's a way to offer sound counsel to clients and also permit them the opportunity to take a profitable flier from time to time.
December 12
Mercer Advisors -
It looks bright, says the CMO of Carson Group — but only if advisors face up to the problem and actively convert it into an opportunity.
December 12
Carson Group -
Rosemary O'Neill is director of customer delivery for NuData Security, a Mastercard company.
December 11
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Failing to enroll in a health care plan and taking on a hefty student loan debt are just two of the most common blunders younger clients should avoid.
December 11
