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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The payout of nearly $20 million reflects the mixed status of Black representation among financial advisors at the largest wealth management firms.
June 14
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Crypto backers have amassed a $160 million to bolstering U.S. candidates who favor light-touch regulation of the embattled industry.
June 14
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Bankers still mostly back Republicans, according to Federal Elections Commission data, but the Biden administration is centering its pitch for support on the economy, regulatory stability and promising higher taxes for the wealthy and corporations.
June 13
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Samuel Deane is a financial advisor and president of Deane Wealth Management, a registered investment advisor for founders and tech employees.
The wealth management firm specializes in equity compensation, financial planning, investment management and tax planning. After spending some time working in an industry traditionally reserved for wealthy retirees, he realized that he could provide wealth management and financial planning services more efficiently for his generation.
June 13
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A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?
June 13
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These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.
June 13
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The terminations come amid a renewed push by firms to haul employees back into the office.
June 13
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Sources familiar with the case say Nicholas Takahashi's name surfaced on a Wells Fargo website long after he had left to work for a competitor.
June 13
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Catherine Stihler (OBE, FRSE) is a distinguished international leader and open technology specialist who served on the Governor of Pennsylvania's AI task force. She has also collaborated with the World Economic Forum's AI Alliance, and provided valuable insights to the US National AI committee, establishing her as a key figure at the intersection of AI development and governance, among other notable achievements. With a career including two decades at the forefront of European policy creation and decision-making, she uniquely bridges regulation and innovation - helping organizations understand compliance and achieve goals. Catherine seamlessly combines an insider's knowledge of international institutions and business with a results-driven approach, showcasing a unique and practical perspective. She is also acting advisor for Vero AI, the new innovative AI startup behind theIris platform and VIOLET Impact Model. June 13
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