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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A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.
September 30
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Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.
September 30
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Among funds impacted so far, the Invesco China Technology ETF fell 2.8%, while the KraneShares CSI China Internet Fund lost 3.8%.
September 30
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An online audience clamors to hear about cash withdrawals and weekly budget numbers delivered in a unique way. But what do wealth management pros think?
September 30
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Just 27% say they expect to have saved enough by the time they retire.
September 27
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Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.
September 27
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David Geibel is senior vice president and managing director of relationship development at Girard Advisory Services, a wealth advisory firm headquartered in King of Prussia, Pennsylvania.
September 27
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Charlie Scharf’s most immediate priorities include mending fences with regulators and getting the bank out from under a Fed-imposed asset cap.
September 27
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The firm is relying on firm reputation and word-of-mouth referrals for growth.
September 27
