In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.
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Interactive Brokers, also known by its hot ticker symbol of IBKR, shares much more fee information than most custodians, without revealing much in the way of its scale among RIAs. Can it gain greater reach in a competitive channel?
5h ago
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Deb Misra is founder and CEO of
Engineersmind , a New Jersey-based AI and data engineering firm serving financial services, healthcare and enterprise clients since 2016.6h ago
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Elizabeth McCaul served as New York State's Superintendent of Banks from 2000 to 2003 and Acting Superintendent from 1997-2000. Most recently, she was a member of the European Central Bank's supervisory board.
7h ago
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Roger W. Ferguson, Jr. served as a member of the Federal Reserve Board of Governors from 1997 to 2006. From October 1999 through the end of his term, he was vice chair of the Federal Reserve.
7h ago
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Justin Duke's move from BNY Wealth to Simon Quick Advisors shows how higher fees, rising asset minimums and tighter client constraints are pushing some bank advisors toward RIAs.
7h ago
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Financial advisors would be wise to treat "health span" like an investment portfolio to better prepare clients to afford and enjoy longer retirements, a researcher said.
8h ago
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The APFC from Sage Financial Solutions represents just one of a handful of coaching certifications that could help planners expand their skills and ability to serve clients with valuable behavioral capabilities.
September 8
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A $5,000 scholarship from Cary Carbonaro and the CFP Board aims to help break financial barriers for women seeking to enter financial planning.
September 8
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