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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Bonds are back for high net worth investors.
December 9
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The giant investment bank announced cuts across the board, but its reported sparing of financial advisors suggests that wealth careers may be recession-proof in 2023.
December 8
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Planners warn that clients still need financial education to understand the ins-and-outs of new plans.
December 8
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Independent financial advisors and wealth management firms are finding methods of collaborating more closely with professionals from other fields.
December 8
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Super-rich investors find energy the most attractive of all investment categories.
December 8
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Publicly traded companies exposed to the "crypto winter" and the collapse of FTX or other digital-asset companies might have to disclose those details to investors under new guidance from the Securities and Exchange Commission.
December 8
- AI, blockchain technology to push the wealth management software market to new heights … eventually.
Plus, fresh tech from Raymond James and why HNW investors are still excited about digital assets.
December 8
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Alan Hartwell is group chief technology officer at
IRIS Software Group and is responsible for evolving IRIS' cloud software offering and further developing its product engineering capabilities to support its increasingly international expansion. Hartwell brings over 25 years' senior level experience supporting and leading the acquisition, consolidation and integration of products and technologies.December 8
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The billionaire investor claims Jenica Paulson knew all along about trusts she alleges he used to conceal assets.
December 8
