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 renewal of a major clearing and custody contract reflects how the BNY Mellon-owned firm is trying to win business from a burgeoning cast of rivals.
January 11
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The decision could make bitcoin a major part of more investing portfolios. But after bitcoin, the SEC is likely to move slowly on approving other crypto-tied ETFs.
January 11
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Julia Khandoshko is CEO at Mind Money, a European investment technology and financial engineering hub.
Khandoshko is a finance industry professional with 10 years of experience in technology and capital markets. Her extensive familiarity with technology applications in financial services is underscored by five years of managing business development initiatives in the IT education sector. This background proved to be a valuable asset when navigating Mind Money's transformation into a financial hub guided by a scientific, data-driven approach.
January 11
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Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z.
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Amid a shift in finance to quicker transaction settlement times known as the "T+1 requirement," the chatbot fixes errors and prevents them in the future.
January 11
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Josh Inglis is the founder and CEO ofPropllr , a PR and content marketing firm that helps B2B technology startups build credibility and authority.January 11
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The seven states that impose the least on residents have an individual income tax burden of 0.00%.
January 11
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Social marketing can be a powerful tool that advisors should tap into. If the content is good, an audience will find it, writes Altruist's head of community.
January 11
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As the Fed promises to cut rates, investors are eagerly awaiting a drop in bond yields — and a big jump in prices.
January 10
