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Forward momentum

June 18-19, 2020 | New York, NY
Wealth management is increasingly technology driven—with new user interfaces, account aggregation, artificial intelligence and regulatory changes driving progress for those at the leading edge. INVEST, taking place June 18-19, 2020 in NYC, brings together technology and strategy executives from across the entire wealth management community to explore the digitalization of the wealth management market.

“Ideally, you would like clients to try not to make really short-term decisions, however this is an unprecedented situation,” an expert says.

Since the all-stock purchase was announced, TD Ameritrade's valuation has plummeted and both firms are now operating with most, if not all, staff working remotely.

The coronavirus pandemic will lead to a major economic downturn and stress mirroring the meltdown that nearly brought down the U.S. financial system in 2008, JPMorgan's CEO said.

Flagship funds at Ken Griffin's firm had been down 5.3% through March 20 before things turned around.

Even as they still have to deal with tax season, the service is tasked with handling much of the stimulus packages.

These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.

“Traditionally, 401(k)s generally have some really good investment options that you wouldn’t be able to do on your own,” an expert says.

Rivals and rating agencies aren’t taking any breaks in the pandemic, and CEO Jamie Price says the new giant IBD network remains on track as well.