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 Canadian asset manager's U.S. wealth arm was highlighted for growth in revenue and earnings
November 10
-
-
Proposed regulations from the IRS are generally effective beginning in 2024.
November 10
Wolters Kluwer Tax & Accounting -
As we look ahead to fresh innovations in fintech, we should try to reconnect with a deeper, more intentional set of human relationships foundational to our experience of money.
November 10
Belvedere Advisory -
Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement.
November 9
-
Joe Peiffer is the founder of the national law firm Peiffer Wolf Carr Kane Conway & Wise.
He has represented thousands of investors, is a published author, and is currently the president of
PIABA , a nonprofit international bar association whose members represent investors in disputes with the securities industry.November 9
-
Benjamin Edwards is a professor of law at the William S. Boyd School of Law at the University of Nevada, Las Vegas.
He serves as the current chair for the Section on Securities Regulation for the Association of American Law Schools. His writing has appeared in The Wall Street Journal, The Washington Post, Bloomberg and The Daily Beast.
November 9
-
In a letter, 18 financial services organizations note the Biden Administration had nearly three years to formulate its proposal for retirement advisors. But they get only 60 days to comment.
November 9
-
The wealthtech firm that creates solutions for alternative asset management has attracted support from firms and founders alike, driving its total capital to more than $25 million.
November 9
-
From practice management tips to key planning questions facing ex-servicemembers, a half dozen experts helped FP compile its Veterans Day list.
November 9
