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 Financial Services Institute and nonprofit Inroads launched a new collaboration designed to foster more underrepresented advisors.
February 1
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September's Future Proof Festival in Huntington Beach, California, will be the first in-person gathering for Onyx Advisor Network.
February 1
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This elite group of young wirehouse and regional employee representatives collectively generate more than $200 million in annual revenue.
February 1
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David Li of J.P. Morgan Wealth Management began learning the profession out of necessity at a young age.
February 1
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The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly white and male industry.
February 1
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Jennifer Hull is a CPA and managing director in
Berkeley Research Group ’s Capital Markets Accounting practice, which specializes in matters concerning the regulation of and securities trading by publicly traded entities.February 1
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Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.
February 1
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Schwab’s new compensation study has some surprises, including where independent advisory firms are hunting for talent and what awarding stock options does for a firm.
February 1
