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.
-
First Republic reportedly paid dozens of employees more than $10 million apiece annually, in the heyday before its collapse.
May 25
- How tech-enabled advisory firm Farther plans to put sprinkles on a 'vanilla ice cream' RIA landscape
Armed with a digital native model, proprietary technology and some recently secured instructional knowledge, the San Francisco firm is looking to shake things out.
May 25
-
With a warning that spoiler alerts are plentiful, FP asked professionals for their thoughts on the hit series and found many parallels with common industry issues.
May 25
-
Plus, tru Independence launches a new wealthtech platform, findings from Nitrogen's inaugural advisor growth survey and Invesco comes to the Private Advisor Group platform.
May 25
-
North Carolina stood accused of taking in $7.2 million from 13 victims over course of decade.
May 25 -
-
Financial Planning's analysis of core pay at wirehouses, and regional and national broker-dealers.
May 25
-
A survey from the FINRA Foundation and CFA Institute finds that cryptocurrency and individual stocks remain popular with the younger crowd.
May 24
-
Adele Shraiman is a senior campaign representative with the Sierra Club's Fossil-Free Finance campaign, where she focuses on the banking sector, financial regulation and climate risk. She holds an MSc from the London School of Economics.
May 24
-
Sean is a fitness enthusiast and personal trainer by profession, and a freelance writer by passion. Sean writes and shares his knowledge for a range of fitness publications and nutrition brands.
May 24
