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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Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.
July 3
BCA Research -
As wealth management firms rush to keep up with new technological developments, one common oversight is not testing the tech with the people most likely to use it: the advisors.
July 2
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The National Association of Treasurers launched a new tool that allows individuals to compare the features of different states' ABLE programs.
July 2
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Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.
July 2
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James J. Hilton boasts over 30 years of experience in the financial services industry, having held leadership roles at prominent institutions like Promontory Financial Group, Prebon Group, Chicago Board Brokerage and the Federal Reserve Bank of New York. He is currently a partner at Ludwig Advisors and serves as chairman of Uphold, Ltd.
July 2
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Huntington Investment Company is accusing a former advisor of resigning with no advance notice and then using confidential information to drum business from ex-clients.
July 2
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Geraldine Carter is a business coach for CPA firms. She is also the host of the "Business Strategy for CPAs" podcast, and the author of the recently published "Down to 40 Hours — A Roadmap for CPAs to End Overworking without Giving Up Revenue," which available on
Amazon.com or atgeraldinecarter.com/book .July 2
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