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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Matthew Schlueter is the executive vice president, operations and technology solutions atOsaic , one of the nation's largest providers of wealth management solutions.October 7
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It may be tempting to hire a "2.0 version" of a departing employee, but doing so risks reinforcing stale processes and mindsets.
October 7
Hartford Funds -
John Kain is the director of Financial Services Market Development at AWS, where he drives cloud adoption across the financial services industry. He collaborates with global banks, insurers, and capital markets firms to align AWS solutions with their digital transformation goals. With over 20 years of experience, Kain has held leadership roles in business development and strategy at leading financial institutions and tech firms. His expertise bridges deep industry knowledge with a strong grasp of cloud technologies and their impact on financial services.
October 6
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Financial Planning's second annual ADVISE AI conference, taking place Oct. 28-29 in Las Vegas, will delve into how the emerging technology continues to revolutionize the industry.
October 6
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Rick Meyers, head of client and advisory at Bernstein Private Wealth Management, looks to recruiting, training and possibly even acquisitions to further the firm's wealth management ambitions.
October 6
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Building a multigenerational practice speaks to some of the highest ideals of a planner's professional calling, speakers at a CFP Board conference said.
October 6
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Rising costs and competing financial priorities are making it harder for younger workers to save for retirement. Goldman Sachs highlights six strategies to help clients get on track without simply "saving more."
October 6
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