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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Oden, head of U.S. wealth, private banking, asset management and premier banking at HSBC, was one of the first in the industry to build an online wealth management platform.
November 28
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X-owner Elon Musk took to his platform to agitate for the elimination of the CFPB, a consumer protection agency.
November 27
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Ximena Aleman is the co-dounder and co-CEO of Prometeo, a Latin America-based fintech infrastructure company.
November 27
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The Texas AG leads a lawsuit against BlackRock, Vanguard, State Street, alleging asset managers' influence on coal production led to higher energy prices.
November 27
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Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.
November 27
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With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what's ahead in the new year.
November 27
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Ali Abinader is an accounting firm consultant at The Visionary Group working exclusively with CPA firms. He interacts daily with partners to help them identify candidate firms that would work well as an acquisition or a merger. Ali is extremely diligent in following through on every opportunity to ensure no details are missed. Before joining the Visionary team, he was a credit lending specialist in the banking industry, serving clients who needed installment loans, credit lines, and home equity loans. He is currently working on his Bachelor of Science degree in Accounting.
November 27
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Aaron Mears is a versatile writer known for his insightful and engaging articles covering home, real estate, and environmental topics. Driven by a passion for creating compelling content, Aaron combines in-depth industry knowledge with a creative approach to deliver narratives that inform and inspire. His work often delves into sustainable living, market trends, and practical advice, establishing him as a trusted voice in his field. See more at
https://activerain.com/profile/aaron13 .November 27
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Yunita Anwar, Ph.D., is an assistant professor of accounting at the
Shenandoah University School of Business in Winchester, Virginia.November 27
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President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the Tax Cuts and Jobs Act to Social Security.
November 27
