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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Natalia M. Greene, Esq., CPE, is senior vice president of risk management of Lemme, a division of EPIC.
December 8
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Jason Hammersla is the VP of communications at American Benefits Council, a Washington D.C.-based public policy organization that advocates for employers on critical matters of employee benefits policy.
December 7
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For one financial planner, a client's behavior surfaces questions of marital trust and possibly a gambling addiction. Is it time for outside help?
December 7
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From Jamie Dimon to David Solomon, the prophets of Wall Street have looked in their crystal balls, and they see a dark future.
December 7
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Rep. Tom Emmer represents the sixth district in Minnesota and leads the Oversight and Investigations subcommittee for the House Financial Services Committee.
December 7
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Rep. Jim Himes represents the fourth district in Connecticut. He is also chair of the House Select Committee on Economic Disparity and Fairness in Growth and serves on the House Financial Services Committee.
December 7
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The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.
December 7
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Bradley Goodbred allegedly defrauded a widow in her 90s through a real estate investment scheme, the latest example of a rising number of scams targeting seniors.
December 7
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Katie S. Cox spent 32 years at the Federal Reserve System before retiring in 2020 as a manager of the mergers and acquisitions section at the Board of Governors in Washington. She is a bank regulatory consultant and is an advisor to Custodia Bank, Cheyenne, Wyoming.
December 7
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The bank is moving away from direct wealth management services in order to tap into an unmet need for many independent financial advisors, its CEO said.
December 7
