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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Tara Meehan is a fractional CMO and owner of Meehan Marketing.
She has been a marketing professional for over 18 years focusing on social media, affiliate marketing, display advertising, email marketing and search marketing strategies for financial advisors and wealth management agencies.
September 7
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Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.
September 7
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A nearly century-old system designed to protect consumers is about to be left behind.
September 7
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State Street agreed to buy Brown Brothers Harriman’s investor-services business for $3.5 billion in cash, adding an operation that safeguards about $5.4 trillion of assets.
September 7
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Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.
September 3
TrustLife Insurance Management -
Here's what you missed this week in wealth management.
September 3
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Using private placement life insurance to avoid taxes is getting more popular, some financial advisors say.
September 3
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It's the second time in a year that the SEC has scrutinized green and socially conscious labels.
September 3
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Brokerages that want to hire someone with a checkered past have to undergo a “consultation” with the watchdog and may have to try to renew their memberships.
September 2
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She was previously president of Ally Invest and, before that, a managing director at TD Ameritrade.
September 2
