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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He owns the home. She pays half the mortgage. Is that fair?
July 3
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David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.
July 3
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Parijat Banerjee, Global Head of Financial Services at LatentView Analytics, is a seasoned business leader with experience in analytics & digital sciences. He has worked across industries including banking and financial services, consumer products, retail, supply chain, life sciences and energy, leading service delivery, corporate strategy, business development & consulting with fortune organizations driving transformation and revenue growth.
July 3
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Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.
July 3
BCA Research -
As wealth management firms rush to keep up with new technological developments, one common oversight is not testing the tech with the people most likely to use it: the advisors.
July 2
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The National Association of Treasurers launched a new tool that allows individuals to compare the features of different states' ABLE programs.
July 2
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Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.
July 2
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James J. Hilton boasts over 30 years of experience in the financial services industry, having held leadership roles at prominent institutions like Promontory Financial Group, Prebon Group, Chicago Board Brokerage and the Federal Reserve Bank of New York. He is currently a partner at Ludwig Advisors and serves as chairman of Uphold, Ltd.
July 2
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