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 Federal Trade Commission's proposal would not extend to non-solicitation clauses, which are far more common among brokers and advisors.
January 6
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Investment firm Impactive Capital the Envestnet board needs change due to "lack of shareholder" alignment.
January 6
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The cryptocurrency conglomerate Digital Currency Group closed its wealth management division, the latest sign of trouble amid a deep and prolonged slump in the crypto industry.
January 6
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Anh Tran and John Wong and four other pairs from wealth management and personal finance shared their best tips for thriving personally and professionally.
January 6
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Siddhartha Jha is the Founder, Chairman, and CEO of Arbol, an insurtech and global climate risk solutions platform. Sid is also a co-founder of dClimate, the first decentralized climate information ecosystem. Before Arbol and dClimate, he had over 13 years of experience in the financial industry, covering interest rates and commodities in quantitative research and trading roles. He launched an agriculture futures trading portfolio, managing over $100 million at a major commodity trading firm. He was the first analyst at a startup commodity hedge fund, which grew to manage over $600 million in assets. He was previously a Vice President of Interest Rates Strategy at J.P. Morgan.
Sid authored the well-received book "Interest Rate Markets," published in both English and Mandarin. He has taught financial markets at NYU and was on the board of a non-profit working with inner-city youth. Sid graduated from Harvard University with a B.A. Cum Laude in Applied Mathematics and M.A. in Statistics as part of a 4-year combined degree program.
January 6
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Jason Ewas is a policy manager at the Aspen Institute's Financial Security Program.
January 5
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Yes, an industry app-maker argues, if the more a consumer plays the more they benefit.
January 5
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Chip Castille is the founder and CEO of Lasso, a financial advice and wealth app. Previously, he was managing director and Global Retirement Strategist for BlackRock, where he was responsible for the development, product management and distribution of BlackRock's U.S. retirement strategies and services.
January 5
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Crypto and ESG were supposed to transform the finance industry. At the end of 2022, they still hadn't — and prospects look even worse for 2023.
January 5
