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.
-
The hire is part of a BlackRock's plan to strengthen its business with family offices, which it views as a rapidly expanding part of the wealth management business.
May 11
-
NASAA's proposal would align state laws with the SEC's marketing rule, eliminating concerns advisors have about running afoul of more local laws as they accept testimonials and reviews.
May 11
-
The FOMC meeting will be interesting as Kevin Warsh takes the chair. KBRA Chief Strategist Van Hesser will review the meeting, the presser and the new dot plot.
-
Tax delinquency is increasing among federal government employees as well as retirees, according to a new report.
May 11
-
Marketing experts say that advisory practices trying to grow organically must be thoughtful about the button that offers website visitors a meeting — or they could lose the prospect altogether.
May 11
-
Chuck Shaffer is CEO of Seacoast Bank and vice chair of the Mid-Size Bank Coalition of America.
May 11
-
Jared Wolff is CEO of Banc of California and chair-elect of the Mid-Size Bank Coalition of America.
May 11
-
Principality Private Wealth adds to the 115 teams &Partners has onboarded since its founding in 2023.
May 8
-
-
Paul Holland is Chief Technical Officer of Astadia (an Amdocs company). Prior to joining Astadia, Paul was a Partner in IBM's Financial Services Hybrid Cloud Transformation Practice, specializing in Mainframe Modernization with over 35 years' experience in Application Modernization.
May 8
