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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With more than $12 trillion in assets, the company led by CEO Salim Ramji is pressing its advantages of scale in a rapidly consolidating, commodified industry.
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As more financial advisors near retirement without clear succession plans, some RIAs are turning to ESOPs and Section 1042 rollovers to exit on their own terms.
January 30
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Linda Friedman, who has made a career with Wall Street discrimination and harassment cases, is representing an ex-Citi executive in a bombshell lawsuit this week. Things didn't have to take this turn, she contends.
January 30
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Brian Beck is a founding partner, president and chief financial officer of
WMGNA LLC , a Tax-Out Financial Solutions firm that employs a tax-centric approach to integrated wealth planning.January 30
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CEO Rich Steinmeier looks past advisors defections to tout progress toward its goal of retaining 90% of the assets Commonwealth Financial Network had at its purchase last year.
January 30
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In the coming weeks, the CFP Board will launch a working group to reconsider whether a bachelor's degree should remain a requirement for CFP certification.
January 29
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Cagatay Zor is a fintech strategist and the head of the fintech and blockchain business line at Trumore.
January 29
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Ciao-Wei Chen is an associate professor of accountancy at the
Gies College of Business at the University of Illinois Urbana-Champaign. January 29
