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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Emma is a writer and editor passionate about providing accessible, accurate information. Her work is dedicated to helping people of all ages, interests, and professions with useful, relevant content.
January 21 -
The Westlake, Texas-based firm called 2024 a transition year after faltering during the regional banking chaos in 2023.
January 21
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If we establish a Bitcoin reserve, the U.S. taxpayer loses and the wealthiest Bitcoin holders win.
January 21
Knowfully Learning Group -
President Trump signed a series of executive orders after his inauguration, including a hiring freeze for federal government workers, particularly at the IRS.
January 20
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We named the largest firms and honored those making an impact in wealth management and technology, among other recognitions in the last year.
January 20
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Kyle Krumlauf is director of industry analytics for CCC Intelligent Solutions, a cloud platform powering the P&C insurance economy, providing customers with information andinsights to help them manage their businesses. Kyle brings over 20 years of industry experience, having served in a variety of leadership and individual contributor roles at Nationwide and Grange Insurance. He has worked in claims, comparative rating, product management, competitive intelligence, commercial lines BI & Analytics, and Innovation.
January 18
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The many technical skills and professional requirements get most of the attention. But experts say a transition also requires a great deal of time and other capabilities.
January 17
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Raymond James also recruited from Charles Schwab, and LPL from Raymond James and Merrill
January 17
