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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Charles Lattimer is the Chief Innovation and Growth Officer at FinFit. He is the former CEO of Cooperative Leadership Institute founded at Virginia Tech and co-author of the college textbook "Management: A Balanced Approach to the 21st Century," published by Wiley in 2012.
October 4
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Moira Tolan, PhD, is a professor of business at
Mount Saint Mary College in Newburgh, New York.October 4
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At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.
October 4
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Consumers with more than $250,000 in assets are seeking the services at a higher rate than financial advisors are currently providing them, according to a new survey.
October 4
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The world's second-largest economy is facing sluggish growth and a web of crises. Is it time to get out?
October 3
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The Overland Park, Kansas firm's latest acquisition comes right off its deal to buy Goldman Sachs' Personal Financial Management unit this quarter.
October 3
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Mary Callahan Erdoes, CEO of asset and wealth management at the megabank, says recent advancements in remote connectivity will lead to a "much better Wall Street than many of us grew up in." She urges women not to let newfound flexibility go away.
October 3
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FINRA booted Scott Reed from the industry after he went outside his firm to raise money for a software and web development firm.
October 3
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Mario H. Lopez is the president of the Hispanic Leadership Fund, a public policy advocacy organization that promotes liberty, opportunity and prosperity for all Americans.
October 3
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