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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We asked hundreds of wealth managers what they expect for their industry in the year ahead. Here's what they told us.
January 5
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In wide-ranging interview, CEO James Gorman warns that proposed banking rules would drive up interest rates for first-time homebuyers.
January 5
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Businesses eager to see Congress revive expired research and investment tax breaks have reason for optimism that a deal could come together as soon as this month.
January 5
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In terms of both economics and global events, 2023 was a year of instability. In 2024, financial advisors expect more of the same — but they have a plan for how to handle it.
January 5
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Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.
January 4
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Between the diapers, doctor visits, toys, formula and the delivery itself, having a baby is expensive. How can a mother-to-be get ready?
January 4
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