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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Among other things, regulators accused Robinhood of failing to supervise social media influencers and said some of its social media messages were misleading to investors.
March 7
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Everyone knows tax pros don't make mistakes, but it can't hurt to doublecheck for these mistakes before filing.
March 7
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Also this week, Captrust scoops up a $1.4 billion RIA, and Mercer Global adds a head of M&A.
March 7
