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.
-
Dr. Laura Hambley Lovett is an organizational psychologist, keynote speaker and thought leader on the evolution of work who is based in Calgary, Alberta, Canada.December 15
-
The Mills family, which recently sold its stake in Medline Industries, has created Council Ring Capital to manage its fortune.
December 15
-
At Future Proof 2022, Thomas was soaking up knowledge and California sun to achieve a higher goal.
December 15
-
Market volatility and economic uncertainty have made the end-of-year tax planning ritual more complex.
December 15
-
40 critical regulations, court decisions, laws, IRS proposals and other major changes to the tax landscape from the past 12 months.
December 15
-
At Future Proof 2022, the MLB star and former olympian said his quest for financial knowledge will never end.
December 14
-
Appraisal and eventual sale on the secondary market of a policy no longer needed can make sense for older clients, says an industry expert.
December 14
policyappraisal.com -
Regulators are taking the first step towrard the most widespread revamp in more than a decade in the way that stocks are traded.
December 14
