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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Millionaires only accounted for 0.22% of total returns filed this year for the 2023 tax season.
August 26
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Several advisors answered the call with their strategies for tackling this potentially sticky situation.
August 23
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UBS executives estimate their plan to raise rates on certain accounts will cost the firm $50 million. A new suit cites that as evidence that the firm "violated its obligations to its clients."
August 23
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Jack Maddock currently serves as the accounting product lead at Rho, a business banking startup. He previously spearheaded the global development of the accounting product at Wise.
August 23
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Alexandre Gonthier is the founder and CEO of Trustly, Inc., which offers open banking payment facilitation.
August 23 -
The decision hinging on the definition of "inventory" in the sale of a highly valuable position in a U.S. partnership resolved a saga that began 16 years ago.
August 23
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The active side of passive indices is on display as two of the largest present plans to undercut the weighting of the largest megacap companies.
August 23
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Now the questions are: how much, and how often.
August 23
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A record number of Americans expect to be unemployed soon, giving advisors opportunities to help them plan.
August 22
