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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Mary de Wet has about 25 years of experience in financial journalism. Before joining American Banker, she led the Dow Jones Newswires Americas team in covering corporate disclosures and analyzing news from Canada to Brazil. Her articles have appeared in The Wall Street Journal, MarketWatch and Barron's.
Follow her on X at @MarydeWet
August 27
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The deal comes an ongoing boom in private loans to businesses and consumers.
August 27
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Rising financial advisor productivity came with much better pay at these independent brokerages.
August 27
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Bruce Willey is the founder and CEO of
American Tax & Business Planning LLC , and is a CPA and tax attorney.August 27
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Schwab, TradePMR and other leading custodians scored highly for their execution of product offerings in a new in-depth study by The Oasis Group.
August 27
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The SEC obtained emergency asset freezes against Jonathan Adam and Tanner Adam, and their respective entities, to halt an alleged $60 million cryptocurrency Ponzi scheme.
August 27
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The wealth management giants join their rivals Wells Fargo, Morgan Stanley, UBS, LPL Financial and Ameriprise in being accused of using uninvested cash in advisory accounts to boost their bottom lines rather than benefit clients.
August 27
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Joe joined KBS in 1998 and has over 20 years of consulting and business leadership experience on his resume. Among his many responsibilities, Joe provides oversight and expert guidance for more than 30 clients and also manages a team of 30 benefit experts. Since 2006, Joe has been a Senior Vice President and Senior Consultant for KBS. In this role, more than $450 million in premium is under his management.
August 26
