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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Briana Marbury is president and chief executive officer of the Interledger Foundation, which advocates for equity and inclusion in the global payments network.
October 4
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Jim Cahn of WEG says there will always be room for small RIAs. But firms intent on growth will increasingly have to turn to larger partners for help with estate and tax planning, back-office support, and marketing and client referrals.
October 4
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Between sunsetting provisions, wealth tax proposals and much more, Nov. 5 will have serious consequences in tax.
October 4
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U.S. Bank Wealth Survey reveals 76% of parents would rather talk to their children about their choice of candidate, than their finances, at 63%.
October 3
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A new Schwab Advisor Survey found AI is largely being used in back-office functions rather than consumer-facing, as adoption slowly takes hold.
October 3
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A costly provision of the Tax Cuts and Jobs Act of 2017 is in limbo as policy wonks call for either big changes or outright elimination of the policy.
October 3
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The SEC has charged Thrivent Investment Management for failing to comply with Regulation Best Interest's care and compliance obligation in connection with recommendations to retail investors in 529 Savings Plans.
October 3
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Priscilla Sims Brown serves as president and CEO of Amalgamated Bank, a full-service bank, lender and investment manager with a century-long commitment to advancing positive social change.October 3
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