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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Everyone agrees that the anticipated insolvency in 2035, is a problem, but the answers to how to fix it are anything but unified.
October 17
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In a recurring pattern, Ameriprise again accuses its industry rival of encouraging a recently recruited advisor to "harvest" and bring over confidential client information.
October 17
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With the November election mere weeks away, there is still time for tax pros to ponder the strategies available to meet the proposals of each candidate.
October 17
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Robinhood is also planning to offer a browser-based trading system similar to products from Interactive Brokers Group and Charles Schwab
October 17
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FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.
October 17
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Chris Roszell is the Global Head of Total Rewards at Manulife, with accountability for the company's compensation, benefits, wellness and pension plans for employees. He also has experience working at a global human resource consulting firm and as a senior executive in a small manufacturing business. Chris is passionate about spending time with his wife, two sons and exuberant dog at their cottage in Northern Ontario. Chris has a bachelor of mathematics from the University of Waterloo and a master's of business administration from McMaster University.
October 16
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As CAIS launched a new advisory firm to simplify alternative investments for financial advisors and their clients, experts at the firm's summit discussed how to get clients more comfortable with the asset class.
October 16
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Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders Michael Kitces and Alan Moore.
October 16
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Even as the firm puts pressure on lower-end advisors, it's making it easier for its top wealth managers to earn growth rewards.
October 16
