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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SEC commissioners Allison Herren Lee and Hester Peirce discussed ESG, digital assets, meme stocks and more during the 2021 Financial Markets Quality Conference, hosted by the Center for Financial Markets and Policy at Georgetown University.
November 17
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Darius Chehrzad is the Chief Commercial Officer atPaytient , a company focused on helping people better access and afford care. Paytient works with employers, partners, brokers, and health systems to provide a healthier way to pay for out-of-pocket care expenses.November 17
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Embracing expanded trainings, life-work balance and even remote client-advisor communication is paying unexpected dividends, writes the chairman of Equitable Advisors.
November 17
Equitable Advisors -
David W. Karr is the chairman of Equitable Advisors and a member of the Equitable Operating Committee. He leads a highly trained and experienced team of financial professionals in leveraging the reach of Equitable Advisors to provide clients with wealth management, insurance, estate and wealth transfer, and executive and corporate benefits services.
November 17
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The wealthtech provider could command a valuation of $8 billion to $10 billion.
November 17
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Richard Napolitano is Chief Executive Officer of
Advisor360° , a Boston-based fintech provider of deeply integrated wealth management solutions.November 17
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The firm’s head of acquisition, strategic growth and retention discusses how the wirehouse aims to expand among historically excluded groups.
November 17
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Morgan Stanley is introducing an initiative to draw more young people from diverse backgrounds to the finance industry, furthering its outreach efforts a week after appointing to the bank’s board its first woman of color.
November 17
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Well-off professionals in costly areas of the U.S. are set to get a windfall from competing plans to change the deduction limit for state and local taxes.
November 17
