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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The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.
June 4
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The questioning of expert witnesses quickly unraveled into charges of "BS" and unexpected baseball references.
June 4
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As technology advances, so does the cost and time it takes to deploy new tools. Some firms are choosing to build in-house, while others are partnering with vendors and more specialized tech providers.
June 4
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Megan Moody, CPA, is a managing director and Nashville market leader at the consulting firm
Embark . After earning a masters degree in accounting from Belmont University in Nashville, she spent two years in the audit practice at Ernst & Young and then almost 15 years in the health care industry working at both public and private companies.June 4
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The popular online brokerage is considering either charging clients for trades in certain exchange traded funds or making providers of the funds share part of their revenue.
June 4
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ChatGPT accurately predicted earnings directions 60% of the time versus 52.71% for human analysts.
June 4
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The meaning of independence takes on many different forms for these 10 financial advisors, wealth management executives, entrepreneurs and other experts.
June 4
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With brokerages, consolidation, lawsuits and more, independence ain't what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence.
June 4
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Simple, doable steps performed by in-house staff can begin a financial services firm's data security odyssey.
June 4
MJD Advisors -
State tax rates on capital gains vary across the country.
June 4
