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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Traders are splurging on “complex” ETFs to ride out the crushing bear market across assets.
July 26
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Marketing can lift advisory businesses to new heights by helping financial advisors identify their value proposition, make an inclusive appeal and use new digital tools
July 26
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Rising inflation and heightened market volatility have many clients rethinking risk tolerance.
July 26 -
Let them know how — and how hard — you are working to secure their financial goals amid volatile markets.
July 26
RBC Wealth Management US -
Lower advisory assets and regulatory matters combined to offset the wirehouse’s rising interest revenue in the second quarter.
July 26
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Vijay Pahuja is the business head for Sutherland's Insurance business. Vijay leads a team committed to continued growth, value creation and service transformation for insurance clients across all insurance segments globally. Vijay’s Insurance career spans over twenty-two years, with a proven track record of building business units, accelerating performance and maximizing value for Insurers globally. An Operations and Strategy professional by trade, Vijay brings depth across all segments of retail, commercial and group insurance, in transforming target operating models, product / service portfolio planning, and full-stack digital technology and analytics enablement. He has advised insurers worldwide on their strategy to build competitive advantage in their transformational efforts to introduce new products & services, promote innovation, change business models and expand globally.
July 26
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Michael E. Toth is a market leader in EY's Workforce Advisory Services Practice, focusing on companies in the financial services industry. Prior to joining EY’s Workforce Advisory Practice, he was a senior member of EY’s Tax Credits and Incentives Practice for financial services clients, where he provided advice on a variety of local and state incentive programs.
July 26
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Belinda Sharp Cline is a senior manager of ACA compliance and reporting at EY's national tax practice.
July 26
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Stock market woes are depressing earnings for advisors who charge on client assets, but the pass-through benefit and a health insurance deduction can alleviate a lot of the pain.
July 26
