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.
-
U.S. regulators have asked Wall Street firms racing to launch solana exchange-traded funds to revise their paperwork.
June 12
-
-
The sale of federal land would provide billions of dollars to help pay for the massive package of tax cuts in the Senate's version of the bill.
June 12
-
With the industry awaiting the regulator's looming actions, the index fund giant is seeking to apply its dual share class structure to actively managed strategies.
June 12
-
Brian Feeley is Senior Vice President of Marketing for Corporate Synergies and provides messaging on the firm's ability to deliver unique services focused on group employee benefits and P&C insurance. He leads a skilled in-house marketing and communications team focused on client education and industry thought leadership.
June 11
-
Amid a broad deregulatory push, industry watchdogs are seeking to lower barriers that now limit many alternative investment products to so-called accredited investors.
June 11
-
The impact of President Trump's push against diversity, equity and inclusion programs at the SEC remains murky, according to a watchdog report.
June 11
-
The self-assessment model is targeted at developing advisors' skills and encouraging client connections across all career stages.
June 11
-
Todd Greenbaum is the CEO of Input 1, a leading provider of digital billing and payments solutions for the insurance industry. With more than 30 years of experience in insurance technology, he has driven innovation that modernizes premium billing and streamlines payments for carriers, MGAs, and agents. Todd's leadership has positioned Input 1 at the forefront of digital transformation across insurance operations and customer engagement.
June 11
-
Craig Walker is Head of Product Strategy at Digits, where he's helping to reimagine accounting in the age of AI. A seasoned industry leader, Craig was co-founder and founding CTO for online accounting and small business software, Xero. Craig is bringing that experience to building the next generation of accounting software in Digits.
June 11
