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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After a steep decline last quarter, Citi's wealth division rebounded in the third quarter with a record level of net new investment assets.
October 14
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The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that service, according to an expert.
October 14
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Wells Fargo CEO Charlie Scharf also points to investments into the firm's independent channel as helping to retain advisors and curtail departures to other firms.
October 14
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JPMorganChase CEO Jamie Dimon said that his bank can improve its procedures to guard against fraud.
October 14
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Gregg O'Connor is a vice president at Stout. He has experience providing domestic and cross-border tax due diligence and tax structuring services to both private equity and strategic clients. He has extensive experience across a broad range of industries, including technology, media & telecommunications, healthcare, business & professional services, industrial, and consumer products. He advises private equity firms as well as public and private companies throughout the M&A transaction lifecycle. Prior to joining Stout, he was a manager in PriceWaterhouseCoopers' M&A Tax group. He also worked at KPMG in the M&A Tax group and Grant Thornton on the International Tax team.
October 14
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A new study finds many Americans are risking their own retirement security and health to support family members — with Gen X workers most at risk.
October 14
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Laura Cave is the Chief Brand Officer at
Paytient , a healthcare technology company building flexible payment solutions to help people access and pay for care. Laura has played a pivotal role in shaping the narratives of innovative healthcare companies, including Oscar Health, K Health, and Ansel Health. At Paytient, she champions financial solutions that empower employees and health plan members to manage medical expenses without financial strain.October 13
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Tips and tricks on building a successful niche: This week, Andrew Barninger of Personal Wealth Advisory shares insights on financial planning for business owners looking for an exit.
October 13
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Wilbur Jenkins is the Executive Vice President & Chief Operating Officer at
WoodmenLife — an industry leader with more than $11 billion in assets — where he leads Core Operations, Human Resources, and Strategic Initiatives with a focus on driving digital transformation to enhance the customer experience. His career includes senior roles at Argo Group International Holdings and Hartford Financial Services Group. Jenkins is known for his ability to lead cross-functional teams across enterprise-wide functions to achieve strategic goals.October 12
