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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Meredith Ryan-Reid is a senior vice president of financial wellness and engagement at MetLife.
October 15
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Bank of America beat 3Q Wall Street forecasts as it moves to ‘pre-pandemic pace.’
October 15
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There’s no telling where the vast fortunes hide on tree-softened Phillips Avenue here in Sioux Falls.
October 14
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The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis.
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If 60/40 portfolios had a mind of their own, they would perhaps feel like Mark Twain when he read his own premature obituary.
October 14
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James Gorman says the wealth manager is seeing much better retention and recruiting due to its “multiple channels of growth” after several acquisitions.
October 14
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The grand jury indictment and a new filing by the SEC offer additional details on the case.
October 14
