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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Bundling these two buzzwords risks setting questionable goals for companies, and distracts from their initial purpose.
September 26 -
Crypto can be confusing. Here's a primer for financial advisors. Part 1 of series.
September 26
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Aaron Doucet is partner success manager at Xero Canada. He is a Canadian tax accountant (CPA) with a specialization in cloud accounting technology. He came to Xero due to his experience both as a Canadian corporate tax accountant within a cloud based accounting firm, as well as helping launch a national outsourced accounting program within Canada's largest national firm as its first on-boarding specialist.
September 26
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Lauren Uranker, managing director of corporate relationship management at Goldman Sachs Ayco, discusses trending financial benefits in an uncertain economy.
September 26
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Wirehouses lost the most talent as independents and regionals gained in the first half of the year.
September 26
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Plus, new "diversity-tech" for financial services and Skience scales its offerings
September 23
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The proposal mirrors FINRA's policy requiring annual continuing education.
September 23
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In a time of economic uncertainty, investors are looking to make the most out of their IRA savings.
September 23
