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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JPMorgan has hired at least a dozen private-banking execs in the past year to expand the firm’s global operations for the world’s ultrarich.
May 13
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Growing savings more rapidly and maximizing employer matching contributions are among the reasons to favor pretax contributions.
May 13
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A roundup of the bits of wealth management news you might have missed over the last week.
May 12
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A roundup of advisors on the move, executive appointments and other M&A activity this week in wealth management.
May 12
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Digital currencies are no longer a curiosity, but a key investment opportunity advisors are starting to consider.
May 12
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Older, wealthier customers are eager for more digital interactions, according to a study, and are increasingly ready to switch firms to obtain these and other services.
May 11
Appway -
Mark Shields is Director of Solution Marketing at Appway, where his experience across a broad spectrum of commercial roles enables him to boost business development and marketing of fintech solutions in the wealth management, investment management and banking space.
May 11
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Jocelyn Getson is the chief growth officer for Bindable, an insurtech focusing on alternative distribution. Before that, she was VP of enterprise at Corvus Insurance and head of small business strategy at Slice Labs.
May 11
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Hip-hop icons and industry thought leaders will collide in California during the wealth management festival that's looking to buck the status quo.
May 11
