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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Ken Tingle is first vice president and business intelligence manager at Cape & Coast Bank in Hyannis, Mass.
February 23
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Hernan Charry is the director of marketing at
Split One Technologies , a growth marketing company. He's been helping accounting firms take control of their web presence through PR powered search engine marketing for over 15 years.February 23
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The 6-3 Supreme Court ruling against one of President Donald Trump's signature economic policies was consequential, but experts say volatility is unlikely to be over.
February 20
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A new bipartisan bill would exempt retroactive Social Security payments from federal taxes, easing a surprise financial burden for millions of retirees.
February 20
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A pair of putative class-action lawsuits this month accuse Edward Jones of allowing information clients enter online to be harvested for use in targeted marketing campaigns.
February 20
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The Weikes Slattery Group generated $17 million in annual revenue from locations in New York and California.
February 20
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Tara Payne is vice president for communications and the head of publications at the Bank Policy Institute.
February 20
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Clara Kim is a senior vice president for BSA/AML and sanctions at the Bank Policy Institute.
February 20
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In a blow to the President's economic agenda, the high court said the trade barriers could not stand.
February 20
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Seeing a pattern of stop-and-go federal support, financial advisors clamored for a chance to ask questions about what President Donald Trump's agenda means for municipal budgets and the bonds tied to them.
February 20
