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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Bonds have always been a haven for investors, but new products could draw financial advisors and clients seeking higher yield than those of passive ETFs.
April 7
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Meanwhile, former Charles Schwab CEO Walt Bettinger saw a 10% compensation increase for his final year on the job.
April 7
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Peter Marton is the senior director of digital identity, compliance advisory and U.S. policy at Fireblocks, a digital asset security platform. He is a former deputy superintendent of virtual currency at the New York State Department of Financial Services.
April 7
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Eva Stukenberg leads the Bloom Financial Associates team at Thrivent, a Fortune 500 financial services organization.
She brings extensive expertise to the financial services industry, having spent 15 years in corporate roles spanning insurance, investments, banking and consulting, followed by a decade serving clients directly as a financial advisor. She holds an MBA in finance and entrepreneurship management and a BSB in marketing from the University of Minnesota's Carlson School of Management.
April 7
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Traders are struggling to predict the Fed's next move amid rising recession fears, volatile rate-cut bets and growing uncertainty over global tariffs.
April 7
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The JPMorgan Chase CEO voiced concerns about President Trump's tariffs, warning of potential economic instability, inflation and damage to international alliances.
April 7
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President Donald Trump's much bigger-than-expected tariff hikes increase the urgency of the Republican tax-cut package now in negotiation.
April 7
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Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech stack flexibility and integration keep such a large organization running.
April 4
