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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Business goals cannot always put clients’ best interests first. Here’s why even the executives leading fast-expanding advisory firms say the critics have a point.
December 10
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Stephanie Koch is the director of human resources at Hendry Marine Industries, Inc.
December 9
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Index deletions lag the market by more than half in the year leading up to their removal from an index, but they historically outperform the market for at least five years after the breakup.
December 9
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A young wealth manager has a vision for his new firm, but not every prospect fits into it. Should he be flexible about his client base, or stick to his target demographic?
December 9
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A 20-plus-year veteran replaces Manish Dave, who left the post in October.
December 9
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Hashim Toussaint is general manager and division head of digital & open banking at FIS.
December 9
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The nominee for head of the Securities and Exchange Commission, Paul Atkins, will pursue a more deregulatory and crypto-friendly approach than Gary Gensler.
December 9
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A refundable tax credit would carry the same budgetary impact but boost homeownership among lower and middle-income households, a new study says.
December 9
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John Samuels is the founder and CEO of Wellworth, a national health care advisory firm based in New York.
With over two decades in senior health care leadership, he has expertise in health care operations, strategy and innovation. Previously, he held leadership roles at North Shore LIJ and Mount Sinai Beth Israel. He has been recognized for his community service, particularly during the COVID-19 pandemic, and was honored on the Forbes Next 1000 list in 2021.
December 9
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Ex-CEO Dan Arnold's deal is estimated to be worth about 15% of what he would have received had he not been fired.
December 9
