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.
-
Juan Correa is an associate vice president at
BCA Research 's Global Asset Allocation service.He has been a guest lecturer at McGill and Concordia University, and he holds a BCom in Finance and Economics from McGill University, as well as the CFA designation.
June 28
-
An innovative nonprofit's grant program enlists pro bono financial planners in an effort to keep longtime residents in place in a gentrifying area.
-
Jill Cetina is an executive professor of finance at Texas A&M University. She is a former associate managing director of U.S. bank ratings at Moody's, and the former vice president of supervision at the Federal Reserve Bank of Dallas.
June 28
-
A divided Supreme Court threw out a decades-old legal doctrine that empowered federal regulators to interpret unclear laws.
June 28
-
CHIP founder and CEO Dana Wilson originally created the platform as a directory of financial professionals of color. Now, Wilson wants to use the platform to address the racial wealth gap.
June 27
-
UBS is reorganizing its global wealth management arm, pursuing aiming to bring more investment services to ultrarich clients.
June 27
-
The high court ruling deals a serious blow to a system that critics contended had allowed regulators to act as proverbial judge, jury and executioner.
June 27
-
UBS Group seeks to cement its position as top-five player among global limited partners by pooling private-markets offerings into one unit.
June 27
-
Kathleen Biggins is the founder and president of C-Change Conversations, a nonprofit organization dedicated to promoting productive, non-partisan discussions about the science and effects of climate change. The organization, comprised of volunteers who span the political spectrum, sponsors the C-Change Conversations Primer, which invites business and community leaders to learn about climate change from a wide range of nationally-recognized scientists and business and military leaders. Kathleen also developed the C-Change Primer with input from Climate Central and the Yale Program on Climate Change Communication. Team members have presented the Primer to over 20,000 people in 32 states, and it is widely hailed as an intelligent, dispassionate introduction to and illumination of climate change. The Primer has been endorsed by business, political and social leaders and enthusiastically received by many conservative audiences across the country. Learn more at www.c-changeconversations.org
June 27
-
The three influential figures' presentations at Morningstar's conference offered a primer on navigating a challenging field increasingly driven by technology.
June 27
