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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The consulting firm published a pair of reports that aim to bring understanding to the "noisy, highly regulated, random and unpredictable" vendor market.
May 30
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For the cohort also known as Gen Y, making sure their parents are happy and healthy is more important than receiving a generous bequest, a new Edward Jones study found.
May 30
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The banking goliath is continuing to execute its four-pillar technology investment strategy, CIO Lori Beer said at its investor day.
May 30
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Cash sweeps are lucrative to the industry, but not to clients. Here’s how financial advisors can get greater yields.
May 30
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Created just before the pandemic, a JPMorgan global unit focused on catering to the ultrawealthy now includes about three dozen people in the U.S., Asia and Europe
May 30
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The Institute for the Fiduciary Standard launched a virtual leadership class that teaches planners about the history of the profession and the key topics shaping it today.
May 30
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Firewall, antivirus software and backup, once the cutting-edge elements of a cyberstack, are now the lowest common denominator of protection.
May 30
Visory -
Steven Ryder is the Chief Strategy Officer of
Visory , which provides cybersecurity, IT management and hosting solutions to RIAs and other wealth managers, accounting firms and other businesses.May 30
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Clients were offered a MasterCard made from 14-karat or 18-karat gold that could be embedded with as many as 164 precious stones.
May 30
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Jolena Presti, managing director with Baker Tilly's public sector advisory practice.
May 30
