More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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A Department of Labor rule adopted under the Biden administration had many brokers worried about their ability to work as independent contractors. A new proposal would roll it back.
2h ago
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The financial advisory firm initially sought an industrial loan charter back in 2020. It's the third company to receive the necessary approvals this year, joining General Motors and Ford.
2h ago
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Private equity in 401(k)s may face significant liquidity strains, reducing returns and complicating plan management, according to new Morningstar research.
3h ago
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A new report from Cerulli Associates shows older, affluent investors are far more skeptical of AI use than their younger counterparts. Financial advisors who use AI tools in their practices say transparency is key to setting wary clients at ease.
7h ago
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Keep your general knowledge skills sharp while earning an hour of CE credit toward maintaining industry certification by taking Financial Planning's latest continuing education quiz.
February 27
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
February 26
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RBC Wealth Management-U.S. sees a 12% surge in assets under administration — thanks largely to skyrocketing market gains.
February 26
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No one is challenging clients as the best source of recommendations for financial advisors. But growth experts say many are missing out on the potential for highly profitable collaborations with outside professionals.
February 26
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Denelle Dixon is CEO and executive director of the Stellar Development Foundation, a nonprofit organization supporting the development of open-source blockchain infrastructure. Previously, she served as chief operating officer of Mozilla.
February 26
