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 Internal Revenue Service is looking at improvements in services and technology for both taxpayers and tax professionals.
May 2
-
The general categories represent a starting point for RIAs that may be trying to figure out how they fit into a buyer's long-term plans, a Datos Insights study says.
May 2
-
The banking giant has already settled two other similar disputes with regulators.
May 2
-
As investors try to lock in high yields, actively managed bond funds are making an unexpected comeback.
May 2
-
Ari Brojde is the co-founder and CEO of
Estateably, an estate, trust, and incapacity accounting & administration software used by over 1,000 firms across North America. He is an estate planning expert with a Certificate in Trust and Estate Administration and is an executor advisor designate of the Canadian Institute of Certified Executor Advisors.May 2
-
-
-
Wealth management startup Altruist raised $169 million, topping a valuation of more than $1.5 billion.
May 2
-
The self-regulator has stressed a shift away from mere compliance and toward active self-surveillance to uncover improper off-channel messaging.
May 2
Mirrorweb -
Here's what advisors at the $2 million production level can expect to earn at large and regional firms
May 2
