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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The top 20 nearly doubled their gains over the last year, data show.
October 23
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The policy shift affects the wirehouse’s separately managed accounts.
October 23
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SigFig reportedly lays off a percentage of its workforce, while a former Fidelity marketing chief joins Personal Capital.
October 23
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National Communications Team Leader, Regional Communications Director, Employee Benefits, USI
October 23
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Abi Yanke is a member of the advanced tax staff in HCVT’s Park City, Utah office.
October 23
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Data reported by the Investment Company Institute.
October 23
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Ian Mackintosh is chair of the
Corporate Reporting Dialogue . He was previously vice-chairman of the IASB and has over 30 years’ experience in national and international accounting standard-setting.October 23
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Bryan Jacoutot is an attorney with Taylor English. He advises a wide variety of clients, from single-office startups to larger companies with a nationwide presence, in a wide range of employment laws at both the state and federal levels. Contact him at,
bjacoutot@taylorenglish.com .October 23
