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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Advisors must develop frameworks to help clients maintain financial discipline amid political turbulence. Here are three filters to use as conversation starters.
3h ago
Radiant Wealth Management -
While return-to-office mandates have proliferated, many say you'll never get them back in the cubicle full-time.
June 10
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Ted Pick and Paul Shoukry both see advantages in their firms' ability to invest in technology, offer banking services and provide access to alternative investments.
June 10
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They must file the lengthy and highly specific Form ADV document with the SEC and state-level agencies. And that's just one aspect of the many strategic decisions.
June 10
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Colin McNamara is an editorial intern at American Banker via the Dow Jones News Fund. He recently graduated with a bachelor's degree in journalism and minor in general business from the University of Maryland, where he covered politics at Capital News Service and college sports as the managing editor of Testudo Times. He interned or freelanced for a variety of other publications, including The Baltimore Sun.
June 10
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Jarrod Barry is a summer reporting associate at National Mortgage News through the Dow Jones News Fund. He is currently studying at the Craig Newmark Graduate School of Journalism at CUNY.
June 10 -
State regulators accused LPL Financial, Edward Jones, Stifel, RBC and TD Ameritrade of charging their clients unreasonably high and unfair commissions on 1.12 million equity trades over a five-year period.
June 10
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Alex Walters is an intern at The Bond Buyer via the Dow Jones News Fund. He is a rising senior at Michigan State University, where he writes for the student newspaper, The State News. Last summer, he interned at The Chronicle of Higher Education. His work has appeared in outlets including the Detroit Free Press and Bridge Michigan.
June 10 -
Industry experts say there's theoretically no reason why firms can't keep getting bigger through recruiting deals. But a lack of good M&A prospects could make growth harder for LPL and other independent broker-dealers.
June 10
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Urvashi Patel , Ph.D., is the vice president of data and analytics at the Evernorth Research Institute. In her role, she is responsible for Evernorth product and market analytics, data science, and research. Her career has focused on the evaluation of clinical programs and services, including condition management, complex case management, quality improvement, and provider performance programs. As a health services researcher, she has led studies using a broad set of methodological techniques to evaluate the impact of programs for disease states such as diabetes, heart failure, end-stage renal disease, asthma, chronic obstructive pulmonary disease, and behavioral health.June 9
