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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The enterprise left Kestra for Triad Advisors as part of the largest recruiting addition to the independent wealth manager in years.
April 11
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We asked what experienced planners wished they knew when they started out. Here's what they had to say.
April 9
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Mercer, Creative Planning and others made acquisitions. LPL, Ameriprise and Sanctuary, among others, added teams to their ranks.
April 9
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The wirehouse wealth head told SIFMA conference attendees to simplify clients’ lives, keep them on track and watch their backs; advisors say the pandemic and world events have brought a changed culture.
April 8
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René Lacerte is the CEO and founder of
Bill.com . Prior to launching Bill.com in 2006, he co-founded online payroll service provider PayCycle in 1999, which was acquired by Intuit in 2009. Lacerte also spent five years at Intuit, creating and managing the company's bill presentment team and growing its bill payment and credit card offerings into multi-million dollar businesses for the company. He also launched Intuit's first connected payroll product, growing the team from two employees to 300 in 18 months.April 8
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April and Column Tax are among the startups capitalizing on the idea that taxes are part of a person’s financial life and banks are most suited to help with tax preparation and filing.
April 8
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Michael Parrinello is a partner and practice leader of Bonadio Advisory at
The Bonadio Group . As the leader of the firm’s Bonadio Advisory Practice, which offers strategic consulting services from analysis to execution, driving profitability, increasing efficiencies, mitigating risk and improving operations, he works closely with clients to evaluate opportunities and achieve their strategic goals by delivering value-added solutions.April 8
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The firm expects global wealth to rise to 30% of new capital raised in the years ahead, up from 5% last year.
April 8
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Fieldpoint Private will offer private banking services to Summit Financial’s advisors, but it will give up its plan to fold into the Merchant-backed firm.
April 8
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Brad Bolton is president and CEO of Community Spirit Bank in Red Bay, Alabama, and chairman of the Independent Community Bankers of America.
April 8
