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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Ulrike Deetjen is a partner in McKinsey & Company’s Insurance Practice. She advises European insurance and healthcare companies on digital strategies, growth and innovation. She is based in Stuttgart, Germany.
February 7 -
Some of the largest firms and their most stringent critics are wondering what Gary Gensler’s team will do in 2022 with Reg BI.
February 4
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Inflows for the do-good investments have sharply declined as the market has soured.
February 4
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The firm’s industry-leading headcount of financial advisors expanded by thousands last year, with more recruits coming in their wake.
February 4
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Here's what you missed this week in wealth management.
February 4
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BlackRock hopes to educate TikTok followers on financial wellness as part of a push to promote “financial inclusion.”
February 4
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Billion-dollar funds are fighting each other for stakes in firms, pushing up prices and altering the landscape of Financial planning for advisors and their clients.
February 4
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Leadership worried that by trying to be everything to everyone, the association risked diminishing its appeal and determined to address the issue once and for all.
February 3
Financial Planning Association -
