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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History suggests that assets associated with economic and social change are ripe for eventual price corrections, the report says.
September 20
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The backdrop of interest rates remaining low to aid slowing economic growth supports maintaining longer-term positions in high quality, secular growth stocks, according to Goldman Sachs Group Inc.
September 20
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Doug Kantor is general counsel at the National Association of Convenience Stores and is a member at the Merchants Payments Coalition.
September 20
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Allison Herren Lee and Robert Cook also vowed to continue reforming expungements after the tabling of a new proposed rule earlier this year.
September 19
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The Canadian asset manager’s stateside AUM will pass $80 billion after its latest deal for a Silicon Valley-based firm.
September 17
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A comprehensive bill by U.S. Rep. John Larson would change how the COLA is calculated, increase income threshold amounts, the rate for inclusion of Social Security benefits and more.
September 17
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Here's what you missed this week in wealth management.
September 17
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Kristin Bone, CPA, CFE, is a partner at
StoneTurn who has more than 20 years of forensic accounting, auditing, compliance and monitoring, and dispute-consulting experience.September 17
