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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As an aging cohort of financial advisors prepares for retirement, firms are scrambling for next-gen talent. Yet a new study found that few have developed a comprehensive succession plan.
25m ago
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Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.
2h ago
Don Connelly & Associates -
Jeremy Oswald is Human Resources Director at TruHearing, the #1 market share leader in hearing healthcare benefits. TruHearing and its partners are improving the hearing healthcare industry by making hearing healthcare affordable for more people than ever before.
11h ago
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They can be illiquid, pricey and opaque, and some advisors say the performance doesn't justify the hype. Others say the assets can offer meaningful advantages.
June 25
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Experts from a Morningstar conference panel reveal the internal processes that could yield external success in the competition for attention and business.
June 25
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Vance Ginn is president of Ginn Economic Consulting, host of the Let People Prosper Show, and formerly chief economist of the first Trump White House's Office of Management and Budget from June 2019 to May 2020. He holds a doctorate in economics.
June 25
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Don Connelly is co-founder of
Don Connelly & Associates .Over his 40-plus year Wall Street career, he has served as a stockbroker, national sales manager and company spokesperson for a leading global investment firm.
June 25
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Financial advisors can help clients find the right assistance and cost effective strategies throughout recovery.
June 25
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With the outlook for Social Security's future worsening, the agency's commissioner says he's ready to get to work on fixing the program. But with an abundance of potential solutions, it's unclear what path the program will take.
June 25
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Latreace Wells is the assistant vice president of career planning and development at Fisk University.
June 24
