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 firm added its 16th office this year, part of its bid to attract talent from rival firms.
October 22
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Mark McKee is the president and COO of OnPay, an HR and benefits software company.
October 22
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Industry trends and succession planning prompted the enterprise to leave Advisor Group’s FSC Securities, according to the partner-brothers of the Nettuno Group.
October 22
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The U.S. minted more than than half the world’s new millionaires last year as investments in equities and tech stocks propelled assets higher.
October 22
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Since 2011, when Occupy Wall Street protesters rallied under the slogan “We are the 99%,” the income threshold for the top 1% is up an inflation-adjusted 33%.
October 22
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The strategy has in theory made no money for investors 42% of the time since 2018, new research shows.
October 22
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High-deductible plans open the door to tax breaks for high-income investors, an expert says.
October 22
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The IRS estimates it sent about 113.4 million refund checks to taxpayers, down from 116 million sent a year earlier.
October 22
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Scandals and frayed relations with much of Washington have dragged on the stock for more than three years.
October 22
