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.
-
Brian O'Connell is an analyst at
insuranceQuotes.com , which publishes in-depth studies, data and analysis related to auto, home, health, life and business insurance. In his role as analyst, Brian studies the insurance industry in order to provide trusted tips, advice and insights. A former Wall Street trader, he is the author of the books "CNBC's Creating Wealth" and "The Career Survival Guide." His commentary appears regularly on major media platforms like Fox Business, U.S. News, The Motley Fool, TheStreet.com and many others.August 29
-
Brandi Hodor is a senior analytic advisor with
Merative . She brings over two and a half decades of healthcare strategic planning and a demonstrated history of leveraging a consultative approach to identify solutions and devise highly customized strategies to transform the healthcare industry. She is an industry expert in integrating psychographic segmentation and socio-demographic data. She oversees a cross-functional team that can deliver analytics with a commitment to innovative solutions in traditional and value-based care arrangements.August 28 -
Ned Davis Research analysis predicts the Federal Reserve will cut interest rates by 25 basis points at each of the remaining meetings this year, starting in September.
August 28
-
Property owners, entrepreneurs and parents can tap into savings available through credits, deductions and exemptions during the sunny season.
August 28
-
Charles N. Cranmer, a former investment manager, writes the Substack, The Open Society and Its Banks.
August 28
-
Justin Cooper leads Orrick's Finance Sector and is a member of the firm's Board. He also serves as co-leader of Orrick's Public Finance department and chair of the firm's nationally prominent housing finance group.
August 28
-
In an earnings call, an RBC executive says the firm decided to raise its account yields in response to higher Fed rates because "the right balance was to allocate some of that rising rate to our customers."
August 28
-
The GAO investigated industry disclosures and conducted undercover calls to evaluate "where issues around conflicts of interest and investment advice stand today."
August 28
-
The Top 20 Firm is also taking an equity investment in Sequoia Financial, and the two plan to deliver services to each other's clients.
August 28
-
The legal action comes after executives expressed comfort with their firm's deposit rates in a recent earnings call.
August 28
