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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Sugam Pandey is chief technology officer of
Docyt , an AI-powered accounting automation platform.April 18
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Raymond James, Ameriprise, Stifel, LPL and Creative Planning added advisors or made acquisitions this week.
April 16
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As the West isolates Russia with sanctions in response to its invasion of Ukraine, policymakers are using the global financial system as a weapon to help stop the war. What will the impact be on banks?
April 15
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As the crisis in the Ukraine unfolds, markets have been upended creating a volatile environment for all asset classes, including the municipal market.
April 15
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Chris DiTata, vice president and general counsel of RIA in a Box, shares recommendations on how to make the process headache-free.
April 15
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While many see a spot ETF as a way to solve problems such as contango and higher fees, there is skepticism that the SEC will approve one anytime soon.
April 14
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After ending 2021 with record results, 2022’s first quarter was full of ups and downs.
April 14
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As CEO Jamie Dimon faced questions about a potential recession, the firm’s wealth management units displayed continuing headcount growth.
April 14
