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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For fans of the blockchain-encrypted artwork, there are signs to look for – and to avoid – when buying this asset.
July 21
CGPA Global Advisors -
James Hinote is a Geopolitical Analyst at CGPA Global Advisors. A graduate of Auburn University Harbert College of Business, he studied abroad at East China Normal University in Shanghai.
July 21
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CEO Solomon tells an earnings call that the firm will focus on expanding areas such as its RIA custody arm in the future, after two big acquisitions in recent years.
July 20
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How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.
July 20
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‘Equi-vest’ account statements sent to a million public school teachers and other 403(b) and 457(b) clients were missing nearly all of the expenses, the regulator says.
July 20
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Jill Klindt is CFO, senior vice president, treasurer and chief accounting officer at
Workiva . Her career spans more than 20 years with experience in financial management and business leadership.July 20
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Even if rules governing the new assets turn out to be at odds with those of firms, acting today will foster a compliance culture in a volatile financial services space.
July 20
ComplySci -
Amy Kadomatsu is CEO of ComplySci, a provider of regulatory technology and compliance for financial services enterprises.
July 20
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A new breed of people is undoubtedly emerging and exploiting modern technology in ways that defy our most basic assumptions about the relationship between work and physical place.
July 20
