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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Focus Financial Partners also merges two of its RIAs and Captrust buys up two practices together managing nearly $2 billion.
January 3
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Tal Zackon is the CEO and co-founder of
TRES , a Web3 financial data platform. TRES was founded in 2022 and is backed by some of the most respected names in Web3, including Circle, Blockdaemon, Moonpay, Alchemy, angels from Fireblocks and Chainalysis, and more.January 3
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The president-elect announced a Treasury leadership team, including Kies, Samantha Schwab, Cora Alvi, Alexandra Preate and Hunter McMaster.
January 3
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Laurent Descout, CEO and co-founder of
Neo , is a serial fintech entrepreneur and investor. Previously he has been financial advisor in asset-structured finance for more than 10 years.January 3
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In December, the BlackRock Investment Institute stated that giving bitcoin a 1% to 2% weighting would produce a similar share of profile risk as the so-called Magnificent Seven technology stocks in a standard 60/40 portfolio.
January 2
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A lawyer in New York needs help paying off her loans from law school. Are educational assistance programs the answer?
January 2
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The "model rule" for state regulators is meant to help clients distinguish between advisors who earn management fees and brokers who collect transaction-based commissions.
January 2
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Mathias Imbach is the co-founder and group CEO of Sygnum. Prior to Sygnum, he was general manager at RNT Associates, where he led multiple venture capital and private equity investments and participated in blockchain and DLT-related equity deals globally. Mathias started his career at Bain & Company where he led advisory projects for private equity funds, family offices and technology companies. He holds a Ph.D. from the University of St. Gallen and a Master of Science from the London School of Economics, or LSE.
January 2
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Like any ranking, the list from SmartAsset comes with some caveats. But these firms are catering to a lot of high net worth and ultrahigh net worth clients.
January 2
