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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Executives at the Zurich-based bank say $27B in net new assets for the first quarter put the firm well on its way to its wealth management goals.
May 7
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An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.
May 7
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The advisory landscape is shifting as robo advisors are trending out, thanks to AI as the "next big thing" in wealth management. But that doesn't mean AI will make robo advisors obsolete.
May 7
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Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.
May 7
Meehan Marketing -
Combining the two partner firms will create an RIA with more than $50B under management.
May 6
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The private equity-backed advisory aggregator plans to use a consolidation process in "coming months" to bring its various brokerages under one brand.
May 6
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Dave Hanrahan is president and CEO of Century Savings Bank, in Vineland, N.J. He was previously president and CEO of Capital Bank of New Jersey
May 6
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As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.
May 6
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Forty companies made the 2024 edition of American Banker's annual list of enviable workplace cultures in the financial technology space. Here is a look at some of what makes these firms employers of choice.
May 6
