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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In addition to proposing broader access to private market investments for those who pass a test and for CFPs and other credential holders, the SEC also proposed expanding advisors' ability to charge performance-based fees.
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As a significantly underrepresented group in the industry, Black planners and other wealth management professionals of all backgrounds have been tapping into the Quad-A network and professional development opportunities for decades.
September 30
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Advisors may want to rethink one of the industry's retirement rules of thumb. Two researchers suggest swapping the traditional 4% withdrawal rate for a "flexible 3%" rule to lower failure rates for longer time horizons.
September 30
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Emily McGinn is the general manager of the MGA business unit at
Vertafore . McGinn is a seasoned business and technology leader and has driven growth and transformation across finance, operations and digital initiatives. Previously, McGinn held senior roles at Windstream, Lumen Technologies and Zayo Group, where she led large teams, improved efficiency and fostered innovation.September 30
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Natasha Holiday is Managing Director, Co-Head of Infrastructure East, RBC Capital Markets, where she structures debt and sells bonds in the public markets to raise capital on behalf of large city and state governments to fund public infrastructure. She served as MSRB Board Chair for the 2026 fiscal year.
September 30
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Advisors who fail to build relationships with adult children before they inherit risk mass defections later.
September 30
The Wealth Counselor -
CD Valet has as many as 200,000 savers visiting its site every month looking for the best deals on certificates of deposit. It's betting they would make a perfect fit for advisors eager for new clients.
September 29
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Amid political pushback around ESG, Climate Week panelists say firm leaders should focus less on the label and more on the risks that matter to clients.
September 29
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The trends of big profits, consolidation and slow organic growth are creating a lot of contradictions with the pay of financial advisors and other RIA staff members, according to The Ensemble Practice's annual tracking study.
September 29
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From shopping for better interest rates to tax strategy to cash flow, financial planners can play a vital role in helping clients prepare to take out a mortgage.
September 29
