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.
-
-
The contemplated service would let E-Trade users put money into popular tokens like bitcoin and ether.
May 1
-
Certified financial planners will pay an additional $120 a year for the CFP designation, starting in October. The CFP board said the fee hike will help fund expanded advertising efforts.
April 30
-
Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.
April 30
-
With more than a decade of experience in the digital and clinical health space, Kristen Larson specializes in cultivating positive, long-term client relationships that reach organizational goals. At Personify Health, she leads and develops a team that delivers experiences that build loyalty and guide program growth to drive peak performance, health outcomes, and healthcare cost impact. Kristen is a graduate of the University of Illinois, Urbana-Champaign.
April 30
-
Industry experts say Edward Jones was at risk of being left behind if it didn't offer access to investments that are becoming 'table stakes' for large wealth managers.
April 30
-
-
-
UBS' Americas unit benefited from a swift uptick in client transactions in April, but that activity has since subsided, CEO Sergio Ermotti told analysts.
April 30
-
The firm characterizes the cause examination, a procedure that typically originates from a customer complaint, as a routine matter.
April 30
