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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As independent wealth managers pitch potential recruits on their scale, the IBD network built tools and hired “growth officers” to work with practices.
November 1
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Inflation, social security, taxes, custom indexing: here are the retirement stories that mattered most this quarter.
November 1
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Markets have matured enough to allow investors to hold a true crypto ETF.
October 31
Gemini -
Dave Abner is the Global Head of Business Development at Gemini. In this role, Dave oversees the expansion of Gemini’s institutional business and leads the relationships with major institutional partners and high net worth individuals on a global scale.
Prior to joining Gemini, Dave was instrumental in bringing ETFs from a fringe arbitrage trading tool to an investment product utilized by institutional asset managers. His most recent book, The ETF Handbook (Wiley Finance) describes the inner workings of ETFs and how to achieve efficient portfolio implementation and execution.
Most recently, Dave was the CEO of the European Division of WisdomTree Asset Management, joining the firm as a startup and helping it grow to more than $60 billion in assets under management.
October 31
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Deland Kamanga, the company's head of global markets, has been tapped to lead a unit with operations in both Canada and the U.S.
October 29
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Hundreds more financial advisors have flocked to the wealth manager this year, driving new highs in headcount, client assets and several other metrics.
October 29
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Here's what you missed this week in wealth management.
October 29
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Expenses relating to recruiting and M&A rose at a faster clip than revenue, prompting one analyst to downgrade the company’s stock.
October 29
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The wealthtech’s strategy is backed by a survey on what fundamentally drives financial advisors and their clients.
October 29
