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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At the start of the year, we asked wealth managers to predict the future. Nine months later, it looks like they did a pretty good job.
October 19
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New research from Fidelity Investments finds that advisors speak highly of independence but lack the knowledge to do it with confidence.
October 18
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Avantax's parent had sued two firms owned by its future buyer and one of its major branches prior to the agreement to go private in a billion-dollar acquisition.
October 18
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Katie Mevis is the Head of North America High Growth Market at SAP, focused on delivering SAP's Intelligent Enterprise experience to its clients, and helping them achieve their vision and goals through data-driven insights and actions.
October 18
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Company executives also called attention to the firm's new wealth management system, Wove.
October 18
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Proponents expect crypto to gain legitimacy and come to clients at lower costs if the SEC signs off as it's expected to do.
October 18
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Morgan Stanley's wealth management inflows slow in third quarter
October 18
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David Bholat is a non-executive director of the London Community Credit Union. He was previously head of data science (AI/ML) for Barclays U.K. and senior manager in advanced analytics at the Bank of England.
October 18
