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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Technology is moving quickly and retirement investing is now an individual responsibility, but the core purpose of a Wall Street career is still vital, the veteran banker said in an exit interview.
October 1
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Donna M. Massanova is EBP Center of Excellence global lead at Makosi, where she is also a member of the company's Advisory Board. She retired as a partner from Baker Tilly with over 30 years of experience in public accounting. She built and led one of the largest employee benefit plan audit practices in the U.S. and spearheaded the Philadelphia market's construction and real estate practice.
October 1
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Advisors who hone in on what makes the "forgotten generation" unique will be well-positioned to reap a $39 trillion windfall.
October 1
Indigo Marketing Agency -
Merrill had sought a temporary restraining order to prevent members of a large Atlanta-based team who left last week from soliciting former clients for their new firm.
September 30
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For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right visitors on the path to conversion.
September 30
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Chris Soriano is the co-founder and chief commercial officer of BridgePort, which provides market infrastructure for digital assets.
September 30
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Tips and tricks on building a successful niche. This week, Eric Franklin of Prospero Wealth on financial planning for tech executives and how he reverse engineered a customized clientele.
September 30
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It's time to revisit the $10,000 cap considering a new $40,000 limitation under the OBBBA.
September 30
University of Colorado Boulder -
Amy Cardillo is a senior lecturer at Metropolitan State University of Denver.
September 30
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UBS contends a group of advisors who left this month to form an RIA inherited most of their clients from retired advisors who were counting on being paid from their former books of business.
September 30
