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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Senator Joe Manchin and Majority Leader Chuck Schumer have struck a deal on a tax, energy and climate bill, breaking a deadlock on the Democrats’ long-sought legislation to enact major parts of President Joe Biden’s agenda.
July 28
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Following another strong quarter for wealth management, here's what Goldman Sachs will do next in its hunt for the almost wealthy, and why it matters.
July 28
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CEO Jim Cracchiolo views incoming advisors as “a continued good opportunity” for the firm, he told analysts on an earnings call.
July 27
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The CFP exam is no cakewalk. Here are practical tips from the pros on how to clear the career hurdle.
July 27
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A Mexican-American couple who sought safety and diversification north of the border say they found fraud, negligent supervision and concealment.
July 27
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As the Federal Reserve implemented its second 0.75% rate hike in two months, the chair said the system is able to withstand any financial stability risks that rising rates might create.
July 27
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After Bernie Madoff's infamous Ponzi scheme, Congress formed a whistleblower program to prevent future scams. Now critics say the program itself has become "secretive and out of control."
July 27
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Students who complete the new master's program at NYU and pass the CFP exam can become CFP certified.
July 27
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The SEC is issuing stark warnings about the funds, even though it approved them for investors.
July 27
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Raju Seetharaman is Senior Vice President, IT and Transformation of Legal & General America’s insurance division, which includes operating companies Banner Life Insurance Company and William Penn Life Insurance Company of New York. He is responsible for IT and Transformation strategy, IT operations and change management with the mission to combine business strategy with cutting-edge IT expertise, to deliver efficient, effective solutions that helps Legal & General America achieve a market-leading position. Raju is an Engineering Graduate and lives with his wife Nirmala, in North Potomac, MD.
July 27
