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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Allan I. Mendelowitz, Ph.D., is a former chairman of the Federal Housing Finance Board and co-leader of the Committee to Establish the National Institute of Finance. He is currently president of ACTUS Financial Research Foundation and ACTUS Users Association.
May 22
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The COVID-19 pandemic made it easier for employees to leave the state. They're leaving in droves.
May 22
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Large companies are bolstering their adjusted earnings per share by excluding items such as litigation expenses and amortization of intangible assets from their net income.
May 22
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Potential tax hikes outrank geopolitical conflicts as No. 1 worry for billionaire families, according to new UBS research.
May 22
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Active funds still dominate the ESG space, but passive, cheaper indexes are making ground.
May 21
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Despite this, most are also still leery of what they see as a worsening economy.
May 21
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The independent broker-dealer giant contends in court that a federal judge went too far in telling a pair of its advisors that they couldn't reach out to clients they had while at TD Bank.
May 21
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With a deadline looming for the SEC to decide on one of the ether spot ETFs, signs suggest the regulator may be softening.
May 21
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The giant custodian, retail brokerage and asset management firm has completed the industry's largest ever conversion with TD Ameritrade. What's next after a key executive's departure?
May 21
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Rob Shavell is CEO of
DeleteMe , an online privacy company. Rob has been quoted as a privacy expert in the Wall Street Journal, New York Times, The Telegraph, NPR, ABC, NBC, and Fox. Rob is a vocal proponent of privacy legislation reform, including the California Privacy Rights Act (CPRA).May 21
