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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As stocks stumbled last month, exchange-traded funds took in 63% less than in March. See which ETFs got through April with the most investor cash.
May 8
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Kristin Hull is the founder and chief investment officer of
Nia Impact Capital , a women-led impact asset management firm.She is a conscious investor empowering individuals, families and organizations to
invest in alignment with their values for the world they want to see. She serves on the leadership committee of How Women Lead, and she is on the board of directors for the Mosaic Project and American Rivers.May 8
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AdvicePay has appointed Kelsey Lewis as president, overseeing the growth strategy for one of the top payment processing platforms for advisors.
May 8
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The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.
May 8
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The SEC's guidance is a part of a much broader movement as the U.S. strives to catch up with Europe.
May 8
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Chris Spurio is president of the financial services group at
CBIZ . He joined CBIZ in January 1998 and has held numerous positions in the company, including corporate controller, vice president of finance, executive managing director of the financial services group's Midwest region and the group's chief operating officer. He was formerly associated with KPMG from July 1988 to January 1998. He is a CPA, CGMA and a member of the American Institute of CPAs and the Ohio Society of CPAs.May 8
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Sixteen advisors argue the megabank owes them more than $270 million over false promises they were made when being recruited.
May 7
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Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers.
May 7
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Anand Pandya is a vice president in the financial services division of Hakkoda, a New York-based data consulting firm.
May 7
