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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The move is part of the bank's effort to close the racial wealth gap in the United States.
October 25
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Despite the strict guidelines, it’s not clear that the new regulation made any impact at all on an increasingly common feedback and evaluation method.
October 25
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Christopher Morton is the president and chief operating officer of Cognito.
October 25
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The acquisition could help Addepar move downstream and better serve RIAs.
October 22
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Seven former Wells Fargo Private Bank planners left to join a firm seeking to expand where they say large banks and brokerages have pulled back.
October 22
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Here's what you missed this week in wealth management.
October 22
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A quartet of advisors with $400 million in assets chose the independent firm out of many suitors.
October 22
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Scott Kominers is the MBA Class of 1960 Associate Professor at Harvard Business School and a Faculty Affiliate of the Harvard Department of Economics.
October 22
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Christian Catalini is the chief economist of the Diem Association and Diem Networks US, and co-creator of Diem (formerly Libra).
October 22
