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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SEC data compiled by Paithos Research suggests that the massive growth of RIAs looks much different when compared to their small net new clients.
July 30
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Kurt Gresens is the CEO of
Wipfli . He is responsible for the firm's vision, strategy, leadership, growth and overall performance. He also ensures that the culture and values of the firm are maintained and enhanced.July 30
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An overlooked section lets defined contribution plan participants use funds to pay LTC premiums without early-withdrawal penalties.
July 30
Power 10 Financial -
Rich Berner is the CEO of Blueberry Pediatrics and a career-long innovator working at the intersection of healthcare and technology. He brings more than twenty years of leadership experience focused on expanding access to care, improving population health, and reducing the cost of care delivery for payers. Blueberry is a national provider of virtual pediatric care that partners with employers, commercial health plans, Medicaid managed care organizations, hospitals, health systems, and families.
July 29
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By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.
July 29
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Summer meetings might pose a scheduling challenge, but financial advisors could help clients avoid costly mistakes by guiding them away from the common bias in a midyear meeting.
July 29
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Industry lawyers and recruiters share the key steps bank-based advisors can take to avoid litigation or lower legal exposure when moving clients to a new firm.
July 29
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The Swiss banking giant sees its net new assets fall off again, largely owing to tax withdrawals, CEO Sergio Ermotti said. But ongoing advisor departures are also a culprit.
July 29
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Ken O'Brien is CTO of Enzoic. Previously, he founded ThinAir Consulting and held fractional CTO and senior technical leadership roles at Sharestates, Bloomtri, Hygge Power, and RemoteLock. Ken holds a BS in Computer Science and Mathematics from the University of Denver and is based in Boulder, Colorado.
July 29
