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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Edgar J. Garrett Jr. is a professor of legal studies, college of business at East Texas A&M-Commerce.
March 24
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Augustine C. Arize is regents professor of economics and business management at East Texas A&M-Commerce.
March 24
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Anger, frustration and uncertainty have reigned as clients who previously felt secure in their positions are suddenly dealing with having everything called into question.
March 24
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Jared joined ADP Research in 2023 as a Research Analyst. He brings with him a lifelong passion for the social sciences and a desire to better understand and contribute in a meaningful way to the world of work.
March 24
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Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.
March 24
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NewEdge Securities was also ordered to pay disgorgement of $750,746 plus interest.
March 24
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Brenden Gebben is the CEO of
Absolute Capital Management , a specialized turnkey asset management platform provider offering robust 401(k) management solutions for advisors nationwide.March 24
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Katie L.S. Von Kohorn is a partner at Boston law firm Casner & Edwards, specializing in trusts and estates and exempt organizations.
She serves as trustee of numerous trusts and works extensively on the investment, tax and legal aspects of trusts, as well as with the varied interests of trust beneficiaries.
March 24
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Jump and Zocks have both recently collaborated with independent broker-dealer Osaic and seen growth in their user bases.
March 24
