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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Wells Fargo, which has been dealing with a series of scandals and regulatory issues, has temporarily halted the use of diversity guidelines for hiring after a report that staff held fake interviews with minority candidates to satisfy in-house rules.
June 7
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The firm dragged three advisors through a lengthy arbitration case, only to lose and get saddled with all of the hearing costs.
June 7
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Preparation is key in a time when events affect investors more quickly than ever before and from every possible direction.
June 7
Wilmington Trust/M&T Bank -
Doris Meister is executive vice president, wealth management at Wilmington Trust/M&T Bank and is also a member of the Management Committee.
June 7
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Larry Furr is chief product officer at
Canopy , a provider of practice management software for accounting firms.June 7
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Black Americans in 2019 had one-sixth the wealth of white Americans on a per capita basis, according to new research.
June 7
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When the tax agency said annual withdrawals would be required before an account is drained by year 10, it created a firestorm. Here's what's happening now.
June 7
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Use the “head fake” market rally to reduce interest-rate risk in your clients’ portfolios before the Fed rejoins the inflation battle.
June 6
FolioBeyond
