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.
-
FINRA warned brokers in its latest annual report about not being fully up to speed with the client-care rule.
January 11
-
Troy Stewart has risen through the ranks at
Brush Claims to now serve as its president and chief operating officer. Stewart is an innovative thought leader in the insurance claims space and is actively driving the evolution of the insurance industry forward.January 11
-
Level Four Financial sees its parent accounting company and flexibility as disruptive forces for a midsize firm in a field dominated by giants.
January 11
-
-
-
-
-
-
The new Orion Advisor Technology president is ready to innovate and change the game in 2023
January 11
-
