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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Not only do the 20 funds in this ranking outperform broader markets, it may be "where investors will excel going forward," according to one expert.
October 26
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Vendors like Orion are giving independent advisors access to cash deposit accounts and securities-backed loans in an effort to provide all-encompassing services.
October 26
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As head of product for Education and Nonprofit Solutions at
Community Brands , Brandy Keller is responsible for driving the strategy of products leveraged by schools and nonprofits to further their missions. For the past 11 years, she has partnered closely with customers in the nonprofit and education space to understand their challenges, needs and opportunities to help them expand their impact.October 26
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December 12-13, 2022 | Hilton Midtown New York
AT INVEST CRYPTOCURRENCY FOR ADVISORS, the most knowledgeable experts will demystify digital assets and empower you with the insights to determine what's viable and what's vapor in the chaotic crypto space. You'll network with thought leaders and wealthtech innovators, and walk away with the tools to better advise clients on digital asset fundamentals and portfolio management.
Learn more → 
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Michael Boeke is Vice President of Payments at CCC Intelligent Solutions, a leading SaaS platform for the P&C insurance economy. Michael leads the team responsible for the development of the company’s payments platform, powering electronic payments across the insurance and automotive ecosystem. A seasoned product leader, Boeke has built his career by shaking up traditional industries with cutting-edge technologies.
October 26
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Despite the continuing smaller financial advisor headcount at the wirehouse, it reeled in record profits and unveiled its latest plans for further expansion.
October 26
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With banks and the Federal Reserve now eyeing more lasting inflation, many financial advisors are adjusting things for their clients.
October 26
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The public record designed to give clients a means of researching their advisor has no mention of some allegations, such as those against Eileen Cure.
October 25
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Gina Haspel headlines a bevy of former government officials and financial leaders forming the advisory team.
October 25
