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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Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an extremely worthwhile investment.
March 31
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The U.S. stock market is about to conclude its worst quarter compared to the rest of the world since the 1980s.
March 31
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The acquisition will bring LPL as much as $285 billion in AUM and 2,900 advisors when it closes in the second half of the year.
March 31
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Kimberlee Cornett is the director of impact investments at the Robert Wood Johnson Foundation.
March 28
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Byron Storms has served as president and CEO of Aspire General Insurance Services and Aspire General Insurance Company since August 2015. Prior to joining Aspire General Insurance, he was the president of property & casualty at National General Management Corp from 2012 to 2015. From 2007 to 2012, Storms was president and CEO of ClearSide General Insurance Services, LLC, which was acquired in November 2011 by National General. Storms has a proven track record of assembling strong teams, integrating and implementing technology solutions that create core operational strength, and supporting effective growth.
March 28
