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 Gorrivan is a Manhattan-based editorial intern at American Banker and a Dow Jones News Fund Business Reporting Fellow. He is a rising third-year student at the University of St Andrews, where he studies international relations and is an editor at its independent campus newspaper, The Saint. Last summer, he covered New York State and City politics at Gotham Gazette.
June 8
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A fiscally savvy population serves planners' self interests while making the world a happier, more prosperous place, Michael Nathanson argues.
June 8
The Colony Group -
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Yolanda Macias is the director of DEI at AbelsonTaylor, a health and wellness advertising agency in Chicago.
June 8
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The 8 petabytes of data could fuel major insights about Fidelity's 42 million customers, as well as retirement plans and other benefit programs managed for tens of thousands of businesses.
June 8
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The defections by Stewart Webb and Gerald Garner highlight a slew of recent recruiting moves, hirings and M&A deals displaying fierce competition for talent.
June 8
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The former advisor faces as many as 10 years in prison for stealing roughly $1.7 million from relatives' brokerage accounts to pay for trips, cruises and other personal expenses.
June 8
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Gavin Nachbar is the CEO and co-founder of
Column Tax , a personal income tax software company whose APIs enable mobile banks and fintech companies to offer embedded tax products to their end users. Before moving into the world of taxes, he worked in strategy and operations for Waymo, Dropbox and Premise Data.June 8
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Plus, ChatGPT managed portfolios and Smarsh gets a new CTO.
June 7
