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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Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.
January 31
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Ernst Renner is responsible for the vision and direction of the practice in the US market as well as supporting Capco’s global insurance growth and coverage. The US Insurance practice covers life, annuities, retirement, group, property & casualty, reinsurance and associated investment operations. Ernst founded the consulting firm NEOS LLC, which had a laser-focus on management consulting for insurance carriers and their partners.
January 31
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The fintech’s growth alongside groups like XY Planning network proves the opportunity in a largely untapped market of investors.
January 31
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Major volatility in Bitcoin can fuel anxieties when investors don’t have the right context — and sometimes even when they do.
January 31
Onramp Academy -
Solomon jumped alongside Morgan Stanley’s James Gorman as the best-paid CEO at a major U.S. bank, followed closely by Jamie Dimon at JPMorgan Chase.
January 30
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Advisor numbers are up from a year earlier, down from the previous quarter
January 28
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Wealth managers are seeking to drive change by equipping brokers with resources to engage historically excluded groups.
January 28
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The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.
January 28
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A study found people using a gamified app saved 20% more than those using a generic app.
January 28
