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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Bjorn Reynolds is the CEO of
Safeguard Global , a workforce management platform with over 1,600 employees across 16 global offices.May 24
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An Ameriprise study found that firms are craving technology talent during the Great Resignation.
May 23
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The firms respectively settled the regulator’s allegations about suspicious activity reports and the duty of best execution — two major areas of emphasis.
May 23
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Our annual analysis of core compensation components at wirehouses, regional and national BDs.
May 23
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The latest on advisors moves, executive appointments and other M&A activity this week in wealth management.
May 20
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A roundup of the bits of wealth management news you might have missed over the last week.
May 20
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Witnesses described massive problems with communication systems and staffing levels at a Congressional hearing. It’s unclear whether the problems will be solved anytime soon.
May 20
