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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BlackRock's Head of Municipals Peter Hayes lays out the muni landscape for the rest of the year, highlighting opportunities for the asset class after the severe volatility so far in 2022.
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The megabank’s CEO says consumers are “in great shape,” even though many fear a recession is on the horizon like a gathering storm.
July 14
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Announcements involving Fidelity, LPL, BNY Mellon and other well-known firms signal how talent and capital are shaping the industry's future.
July 14
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Plus, CFOs are feeling the pressure to automate and iCapital goes international.
July 14
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America’s first leveraged single-stock ETFs will debut Thursday, despite warnings from the SEC.
July 14
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Latisha Carter, head of partner at
Xero , helps lead all partner growth channels across Xero’s U.S. sales organization. Her teams are focused on regional and enterprise partner consulting. She previously served as head of partner services at Xero and brings 19 years of experience in the accounting software industry where she held different positions across marketing, sales and professional services throughout her career at Sage. She is based in Atlanta.July 14
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Discussing the impact of rising consumer prices with friends and family can help alleviate financial stress.
July 14
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Joshua David Nicholas adds federal charges to a long list of fines, citations and ejections from the industry.
July 13
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At our firm, we’ve accepted that the way people work and the environments in which they work have changed for the long haul, and we have taken a hybrid approach to returning to the office.
July 13
CoastalOne -
Charles Reiling is president and CEO of
CoastalOne , an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment Advisors) hybrid platform based in Wilmington, Delaware.July 13
