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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The firm's stock traders recorded their best quarter in more than three years, on track for their best year ever.
October 15
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Funds managed by Stone Point Capital are buying back the majority interest in the independent wealth management firm with 1,700 financial advisors.
October 15
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Michelle Röse is co-founder and COO of
Breakaway Advising , She has served for over 15 years in high-level financial roles including CFO, controller and business manager across a variety of industries.October 15
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The firm reported $90.8 billion of total net new assets in the quarter, an 88% increase on the same period a year ago.
October 15
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Zoë Martin is an associate in Davis Malm's divorce and family law practice group.
She focuses on complex custody, parenting and support matters, modifications and division of substantial assets of various forms.
October 14
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Carolyn Van Tine is a divorce and family law attorney at Davis Malm in Boston.
Her practice encompasses family law matters including divorce, separation, custody, parenting plans, child support, alimony, asset division, pre- and postnuptial agreements, parental relocation, paternity, modification, probate litigation, restraining orders and grandparents' rights. Her clients include professional athletes and celebrities involved in divorce and custody disputes.
October 14
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JPMorgan reported a gain in net interest income for the third quarter, surprising many analysts.
October 14
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Third-quarter results from Wells Fargo surpassed most analysts' expectations, thanks to surging investment-banking fees.
October 14
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