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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Where are residents the most giving? Check out this ranking, which tracks the states with the most charitable donations, as well as volunteering and service.
June 3
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Brokerages have until June 26 to decide if they want to take part in a pilot program allowing them to continue inspecting their branch office remotely; plus, the rundown on residential supervisory locations
May 31
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The Fed's preferred inflation measure held steady last month, sparking hopes of stabilizing prices — but also concerns of slowing consumption.
May 31
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An international coalition of tax authorities has released a list of possible risk indicators for cryptocurrency-related crimes, many of which have to do with privacy and anonymity.
May 31
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Michael Wagner is a partner in the financial services practice at management consultancy Oliver Wyman. He advises clients on digital transformations and works on projects to improve financial markets with digital ledger and smart contract technology.
May 31
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Ori Faran is co-founder and CEO of
Callvu . After serving as an engineer and professional services manager at Cosmocom and Enghouse Interactive, he foundedCallvu in 2012 to help companies build easy-to-use digital experiences that automate customer service through seamless self-serve and agent-led interactions.May 31
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Firms like Morningstar and Morgan Stanley that recently rebooted their chatbots with AI models are finding it's transforming how clients and advisors engage chatbots. Is the industry missing an opportunity for growth with their chatbots?
May 31
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Trump and his advisors have floated plans — on immigration, trade, taxes and the Federal Reserve — that could significantly alter the current calculus.
May 31
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Lynn Gallin is the Vice President of Product Marketing at Rightworks, where she leads the strategy and execution of marketing initiatives to deliver innovative solutions for accounting professionals.
Prior to joining Rightworks, Lynn advised numerous leading companies on product strategy and managed extensive marketing research projects focused on branding, positioning, pricing, and communication effectiveness. She has over 20 years of experience in the B2B tech industry, including serving as Vice President of Corporate Partnership Marketing at Southern New Hampshire University in addition to marketing leadership positions at Skillsoft and Newforma. Lynn also successfully ran a market research consulting practice, advising high-tech companies like Microsoft, Yahoo!, and Autodesk.
May 30
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Cindy Dash is the senior vice president and general manager for Broadridge's Retirement and Workplace division.
Prior to that she was the COO of Matrix, where she successfully led the integration into Broadridge. Prior to her role as COO of Matrix, Dash was general counsel for that firm for more than 10 years.
May 30
