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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Pauline Sobelman is Senior Vice President, Benefits Consulting at GCG Financial, an Alera Group Company, a leading provider of exceptional employee benefits, risk management and wealth management solutions. To reach the author please email pauline.sobelman@gcgfinancial.com or for more information visit
www.gcgfinancial.com .January 24
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