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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A lack of uniform classifications and an identity crisis at the heart of the fragmented industry makes it a thorny task.
September 27
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Some of the industry's largest firms and toughest critics weighed in on the vexing fragmentation that’s growing alongside the trillions in AUM.
September 27
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The Catholic charitable society’s new proprietary models join Quaker and Lutheran-rooted investing products and services at the industry’s intersection with religion.
September 25
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Here's what you missed this week in wealth management.
September 24
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Matthew Hougan, chief investment officer of Bitwise Asset Management, said investing in cryptocurrencies is like “investing in the internet in the late 1990s.”
September 24
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After topping $1 billion in client assets, Crewe Advisors completed the first step in its growth strategy.
September 24
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David R. Martin, Esq., a business lawyer licensed in the Commonwealth of Puerto Rico and author of Puerto Rico: The Economic Rescue Manual.
September 24
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While COVID damaged the economy, it also created a widening pool of super wealthy investors.
September 24
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Whether it’s picking a securities attorney or finding a partner that can provide the service and support you need to transition, due diligence is key.
September 23
Commonwealth Financial Network
