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.
-
British banking app Revolut Ltd. will stop offering crypto trading services to US-based customers from September, citing market uncertainty and changes to the local regulatory landscape.
August 4
-
Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.
August 3
-
Only 15% of respondents reported seeking financial advice from a financial advisor.
August 3
-
The agency pushed back required minimum distributions for most beneficiaries again for 2023, but the old "stretch" strategy is long gone.
August 3
-
More than 64% of employees have considered leaving their current role as a result of symptoms of stress.
August 3
-
-
-
Melissa Bailey is a corporate transactional lawyer atBrooks Pierce in Raleigh, North Carolina, where she represents clients in general business and transactional matters, entity formation, securities, and mergers and acquisitions. She can be reached at mbailey@brookspierce.com.August 3
-
Mark Davidson is a partner at the law firmBrooks Pierce in Greensboro, North Carolina, where he focuses on a variety of business transactions, including mergers and acquisitions, joint ventures, private equity, organization, governance, debt and equity financing, executive compensation, partnership and corporate taxation, and management/ownership succession. He can be reached at mdavidson@brookspierce.com.August 3
-
The California TAMP's latest financial report includes new milestones for revenue, platform asset and net income.
August 3
