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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Don Connelly is co-founder of
Don Connelly & Associates .Over his 40-plus year Wall Street career, he has served as a stockbroker, national sales manager and company spokesperson for a leading global investment firm.
June 25
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Financial advisors can help clients find the right assistance and cost effective strategies throughout recovery.
June 25
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With the outlook for Social Security's future worsening, the agency's commissioner says he's ready to get to work on fixing the program. But with an abundance of potential solutions, it's unclear what path the program will take.
June 25
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Latreace Wells is the assistant vice president of career planning and development at Fisk University.
June 24
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Financial advisors report a variety of pros and cons with either setup, and experts say the decision comes down to highly particular factors at each advisory practice.
June 24
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The ex-Nitrogen CEO's new company, which plans to launch its first products in the fall, commenced operations Jan. 2 in Boise, Idaho, after raising $5.5 million in capital.
June 24
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Quinn's technology could open personalized financial planning to clients who long weren't on advisors' radar screens.
June 24
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A former marketing executive at the CFA Institute faces charges of embezzling nearly $5 million to fund extravagant expenses, including luxury travel and a $150,000 engagement ring, according to prosecutors.
June 24
