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The best time to get hired to manage a billionaire’s money is while your firm is helping to create that fortune.
July 11
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Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.
July 11
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Noah Kerner, CEO, Acorns and Suleman Din, Technology Editor, Financial Planning
July 10
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Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
July 10
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Gauthier Vincent, Principal and Wealth Management Leader, Deloitte Consulting LLP, Deborah Waters, Global Head of Private Bank Operations and Technology, Citi, Kraleigh Woodford, Managing Director Head of Digital Client Experience, UBS WM USA
July 10
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New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.
July 10
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The business case for going digital
July 10
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Data about client behavior will drive better user experiences.
July 10
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Suleman Din, moderator, Technology Editor, Financial Planning, Amber Baldet, Co-founder, CEO, Clovyr, Vern Brownell, CEO, D-Wave, Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley, Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.
July 10
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They want help with their money — and they don’t mind their own data being analyzed, JPMorgan’s Kelli Keough said at the In|Vest conference.
July 10
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There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.
July 10
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Beyond investing...Our opportunity to help customers more holistically
July 10
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The competitive spring purchasing season is driving home prices higher.
July 6
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Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.
July 5
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Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.
July 5
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Although the rules have become more lenient, high-income clients must not be complacent.
July 3
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The bank recruited a former executive from Vanderbilt University’s investment office to assume a newly created post directing its third-party manager research efforts.
July 2
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At least $20 trillion of new financial wealth will be created over the next five years.
June 27
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The side effect of index reconstitution is well documented.
June 27
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The service offers some do’s and don’ts for taxpayers who get a frightening envelope.
June 26
