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.
-
More than half of Americans in their 40s are considered the "sandwich" generation, supporting both their aging parents and raising kids. Here is how financial advisors can support them.
July 23
-
Dymah Paige is a director analyst with the finance practice at
Gartner , supporting the CFO Personal Effectiveness KI. She is a thought partner for CFO clients, advising them on strategic leadership, effectiveness, capital management and external stakeholder management, with a special focus on board and investor relations.July 23
-
Advisors can help clients to diversify their stock portfolios, maximize growth and defer taxes with this increasingly popular method for harvesting losses.
July 23
-
The department worries that some products, including Section 351 conversions and box spread ETFs, could be ripe for abuse. It is actively evaluating tools to address those concerns.
July 23
-
People retiring this year can expect medical expenses to take a significantly bigger bite of their savings, according to a new report from Fidelity Investments.
July 23
-
Katherine Shanahan is Senior Pharmacy Analytic Advisor at
Truven by Merative , where she helps commercial and government payers, providers, and researchers to develop and deliver actionable pharmacy-related analytics. She supports customer efforts to identify cost-saving opportunities and healthcare quality improvement strategies through improved medication management and prescribing.July 23
-
The SEC opened public comment on Regulation E-Delivery, a proposal that would replace its decades-old guidance-based framework and make electronic delivery the default for required investor disclosures.
July 22
-
Pat Brown of Creative Planning and Financial Literacy for Student Athletes is pitting competitive players against each other as part of his new "Athlete Finance League."
July 22
-
