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 broker-dealer self-regulator accused the firm of failing to properly record more than 830,000 transactions, among other violations.
January 2
-
Eugene Ludwig, former Comptroller of the Currency and current co-founder of Canapi Ventures, a fintech VC, reflects on how 2023 treated fintechs, how far the fintech movement has come and what banks and their regulators need to look out for in 2024.
January 2
-
-
-
Strains on U.S. consumer spending such as rising delinquency rates on credit cards largely indicate that Americans' debt is returning to pre-pandemic levels.
January 2
-
From new certifications to better health, here are the goals wealth managers have set for themselves this year.
December 31
-
Explore the last year in Financial Planning magazines. Read each article, or download a digital version.
December 30
-
-
-
Kevin is a seasoned marketing leader with deep experience in consumer and enterprise marketing. He was Chief Marketing Officer at ExpertVoice, Global Head of Brand Strategy and Marketing Communications at Pinterest, and worked at the Facebook Creative Shop, where he led some of the most successful campaigns in digital advertising. He previously held marketing roles at Google and Microsoft and earned an MBA from MIT.
December 29
