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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Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may supplant them. Here's how advisors on the ground see it.
42m ago
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NewEdge Advisor's recruiting win from Ameriprise is the third recent big win for the New Orleans-based company.
1h ago
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William Lacy Clay Jr. is a senior policy advisor at Pillsbury Winthrop Shaw Pittman LLP. He represented Missouri's 1st Congressional District in the House of Representatives from 2001 to 2021. He served as the ranking member on the House Financial Services Subcommittee on Financial Institutions and Consumer Credit in the 115th Congress.
1h ago
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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.
8h ago
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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
