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 department worries that some products, including Section 351 conversions and box spread ETFs, could be ripe for abuse. It is actively evaluating tools to address those concerns.
July 23
-
People retiring this year can expect medical expenses to take a significantly bigger bite of their savings, according to a new report from Fidelity Investments.
July 23
-
Katherine Shanahan is Senior Pharmacy Analytic Advisor at
Truven by Merative , where she helps commercial and government payers, providers, and researchers to develop and deliver actionable pharmacy-related analytics. She supports customer efforts to identify cost-saving opportunities and healthcare quality improvement strategies through improved medication management and prescribing.July 23
-
The SEC opened public comment on Regulation E-Delivery, a proposal that would replace its decades-old guidance-based framework and make electronic delivery the default for required investor disclosures.
July 22
-
Pat Brown of Creative Planning and Financial Literacy for Student Athletes is pitting competitive players against each other as part of his new "Athlete Finance League."
July 22
-
-
-
Felipe Wagner is the Americas Senior Intelligence Analyst at Healix's Vancouver office, where he plays a key role in delivering high-quality intelligence reports that provide timely and actionable insights. With an academic background in International Relations and a
specialisation in investigations utilising Open-Source Intelligence (OSINT) techniques, Felipe works closely with operations teams to enhance situational awareness and support crisis management capabilities.July 22
-
Keren Bar-Hava, Ph.D, CPA, is head of the Department of Accounting at the
Hebrew University Business School and currently serves as a member of the Israel Accounting Standard Board. Her research focuses on market efficiency, corporate governance, fair value versus cost and adoption of International Financial Reporting Standards.July 22
-
Which private investments will generate income and protect capital after liquidity dries up? Financial advisors can look to fund managers to provide important clues.
July 22
Morton Wealth
