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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No one is challenging clients as the best source of recommendations for financial advisors. But growth experts say many are missing out on the potential for highly profitable collaborations with outside professionals.
February 26
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Denelle Dixon is CEO and executive director of the Stellar Development Foundation, a nonprofit organization supporting the development of open-source blockchain infrastructure. Previously, she served as chief operating officer of Mozilla.
February 26
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The recruiting deal comes after NewEdge Advisors drew a 24-person team previously managing $1.4 billion for Ameriprise earlier this year.
February 26
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Wealthy clients and the firms that serve them should cultivate a "zero-trust" mindset to repel hackers and their increasingly sophisticated digital scams.
February 26
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Lauren Tropeano is the chief people officer at Docebo. She brings over 20 years of Human Resources expertise to Docebo, having led diverse, multinational teams for several global, high growth tech organizations, including Skillshare, DraftKings, Cogito, Pivotal Software, and Dell/EMC.
February 25
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The revamped platform will be available by late summer and feature several upgrades, including a greater ability to be discovered by artificial intelligence search results.
February 25
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Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.
February 25
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Co-founder Shannon Eusey will step into the role of board chair as Matthew Cooper becomes the firm's second CEO.
February 25
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President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.
February 25
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After a long price correction in the art market, Bank of America is expanding its advisory services for collectors — and it's not alone.
February 25
