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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From taxes and fees to allocations and changes in investor preferences, the go-to option in many 401(k)s can have drawbacks.
May 16
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A study by the EU Business School found that thematic ETFs have higher expenses, higher risks and lower diversification.
May 16
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Alternative investments such as leveraged or inverse ETFs, complex exchange-traded products and options remain areas of concern to the regulator.
May 16
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The largest brokerages are looking to stabilize and simplify as the desire to avoid “rocking the boat” increases.
May 16
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The long awaited fintech conference returned with a slate of new tools designed to improve life and work for advisors.
May 13
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The former JPMorgan Chase executive will will replace Jim Hays, who is retiring.
May 13
