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.
-
George Azih is the founder and CEO of
LeaseQuery , a lease accounting software solution for the most comprehensive regulatory reform in 40 years. For more information, visitLeaseQuery.com or emailgeorge.azih@leasequery.com November 1
-
Mary Beth Ferrante is a Maven Clinic Career coach and the CEO of WRK/360, a platform designed to retain and attract working parents.
November 1
-
The tax law changes affected deductions for charitable contributions, entertainment expenses and more. Here are hard-won insights for advisors as they help clients navigate the second year of filing under the new regulations.
November 1
-
Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.
November 1
-
-
Two dozen advisors left the wirehouse in recent months to join the regional BD.
November 1
-
The SEC’s recently passed ETF modernization rule, which expands choice in the market, “is probably the end of the mutual fund industry.”
November 1 -
I had a strong opinion. Then our reporting changed my mind.
November 1
-
It's no exaggeration to say rock-bottom fees are an existential threat to many asset managers. However, technology could still save the day.
November 1
Broadridge -
Ken Hittel is a 25-year former Executive Officer of New York Life Insurance Company, who spend his last 15 years building the Company’s first Websites and a full-service Corporate Internet Dept. He also received his PhD in Philosophy from the New School for Social Research and now spends his days going to conferences, blogging, and counting squirrels in Central and Riverside Parks in NYC.
November 1
