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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Among other things, regulators accused Robinhood of failing to supervise social media influencers and said some of its social media messages were misleading to investors.
March 7
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Everyone knows tax pros don't make mistakes, but it can't hurt to doublecheck for these mistakes before filing.
March 7
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Also this week, Captrust scoops up a $1.4 billion RIA, and Mercer Global adds a head of M&A.
March 7
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Ex-Oklahoma State University Cowboys player Brendon Evers says NCAA athletes need more guidance that reminds them to think about life after sports.
March 7
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Bright Ikwetie is an associate member of the
Institute of Chartered Accountants of Nigeria and a graduate of accountancy. He has a Google Project Management certification, and he is an IBQMI-certified Lean Project Manager. He is a financial management specialist, with an internal controls, risk management and compliance focus.March 7
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As the four-day conference in Dallas wraps up, here is a look at some of the most important product launches, collaborations and expansions of services that debuted at the event.
March 7
