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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Tabitha Edgens is the co-head of regulatory affairs at the Bank Policy Institute.
July 3
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Alexander Fulmer is an assistant professor of marketing at the Cornell Peter and Stephanie Nolan School of Hotel Administration within Cornell's SC Johnson College of Business. Fulmer grew up in Manhattan, and graduated Summa Cum Laude from Cornell's Hotel School. He completed a post baccalaureate psychology program at Columbia University and graduated from Yale University with a Ph.D. in marketing.
July 3
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Allen Adamson, co-founder and managing partner at Metaforce, is a branding expert. Former chairman at Landor Associates, he held leadership roles at Unilever, Ogilvy and DMB&B guiding many global brands. He's an adjunct & brand expert-in-residence at the NYU Stern Berkley Center for Entrepreneurship.
July 3
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Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.
July 3
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Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
July 3
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As Raymond James, Wells Fargo and RBC reported big recruiting deals this week, FINRA said it was going to pay back to its members a large chunk of the fees they paid last year.
July 3
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Looking forward to not answering client phone calls? Here's how to make it happen.
July 3
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Jessica Adams is Chief People & Culture Officer at The Krazy Coupon Lady and a recognized HR leader with expertise in scaling teams, culture, and retention. A frequent contributor and speaker, she's been honored by Workforce Magazine, EBN, and Crain's for her impact in the field.
July 2
