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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With a recession deferred but still looming, investors who exit equities now may later regret playing it too safe.
August 14
Innovator Capital Management -
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Mark Haessly is the managing director of product management at HSA Bank, a division of Webster Bank.
August 13
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Shahar Silbershatz is the CEO and co-founder of Caliber, a Copenhagen-based brand and reputation analytics firm.
August 11
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The largest annual gathering of Black professionals across financial services championed the reclamation of Black wealth and explained the important role advisors play in the pursuit.
August 11
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The CFP Board tracks listings on its Career Center job board to identify trends in the financial planning industry.
August 11
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Research firm J.D. Power discussed additional findings from its influential annual advisor satisfaction survey in a panel with industry leaders.
August 11
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Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates.
August 11
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John Gamboa is chairman of the Community Consumer Defense League, a coalition or organizations working to protect low-income consumers of color. Mr. Gamboa was previously a member of the Federal Reserve Board's
Consumer Advisory Council .August 11
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Adam Briones is CEO of
California Community Builders , a nonprofit public policy organization working to close the racial wealth gap through housing and homeownership.August 11
