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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CFRA Research analysts predict the incoming Republican administration and houses of Congress will make waves in ETF investing.
December 12
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Even among retirement-age Americans, many nest eggs are almost empty, according to an alarming new study by GOBankingRates.
December 12
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Scott Burnett and Peter Kelson, formerly of Zions Direct, plan to work mainly with public entities, corporations, foundations and endowments.
December 12
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Jeremy Thielen, CPA, PFS, is general partner of tax and wealth strategies of Thielen & Associates Inc.
December 12
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A group of Republican lawmakers sent a letter to the incoming Trump administration asking it to end the IRS Direct File service via a day one executive order.
December 12
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Michael Bannon is vice president of
CSG Partners , a leading ESOP investment banking practice. Since joining CSG in 2017, he has advised middle-market clients on a range of employee ownership transactions, including leveraged ESOP formations, M&A, and plan recapitalizations. Reach him atmbannon@csgpartners.com .December 12
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Experts say financial advisors and wealth management professionals can do a lot of good — and advance their businesses — by promoting financial literacy.
December 12
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Steve Cover is Chief Technology Officer at
iPipeline . In this role, he oversees the technology strategy for the organization and ensures that iPipeline's technological infrastructure supports the company's growth and objectives. In addition, he will focus on the continued differentiation within iPipeline's product portfolio, and improve quality, testing, and delivery.December 12
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Bobby Puglia is chief product officer at Bloomberg Industry Group, where he oversees Bloomberg Law, Bloomberg Tax, and Bloomberg Government. Prior to his current role, he served as architect of Bloomberg Law's data platform, leading the strategy and development of its proprietary legal search engine, as well as the machine learning and artificial intelligence research and engineering organizations that support Bloomberg Industry Group's products.
December 12
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Unlike SRIs and impact investing, the only goal of ESG investments is to generate returns for investors.
December 12
Mind Money
