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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Taking on the challenges of filling big shoes and finding a new executive director, the practice management consultant has big plans for the organization.
April 25
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A veteran and service member-focused wealth manager is calling for more partnership with the private sector to boost understanding of money matters.
April 25
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FPA helps kill a sales tax bill, an NBA player’s former assistant gets jail time, UBS drops its appeal and pays a former compliance officer $14.1 million, and more.
April 25
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Kei Morita is a principal in the Los Angeles office ofHCVT . He has extensive experience providing audit and assurance services to closely held private companies, particular clients in the technology industry including SaaS, fintech and software companies.April 25
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Wealth management firms are racing to create distinct images for themselves, with surprising results.
April 25
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Technology moves at a breakneck pace that threatens to leave flat-footed organizations in the dust. But industry leaders are leveraging the bleeding edge to get ahead of the pack and never look back.
April 25
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Founder and CEO of Confer, Yatin Karnik, is a former senior vice president at Wells Fargo.
April 25
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Kestra grabs an RIA, LPL takes on advisors from Stifel and Morgan Stanley, record M&A transactions, and more.
April 24
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Jerome Powell's hinted-at half percentage point interest rate increase could boost market volatility and send investors into the hands of professional planner.
April 22
