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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Elena Whisler is head of global product management for open payments at FIS.
December 11
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By Nick Babinsky is vice president and general manager of the business payments network at Billtrust.
December 11
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Kristin Cardinali is vice president of enterprise sales in the Midwest Region at Nvoicepay.
December 11
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Despite the exodus, all of the mutual funds and ETFs on the list posted net gains for the year.
December 11
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Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel.
December 11
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The advisors had won $1.6 million in back pay and fees in a case decided last month.
December 11
