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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Also this week, Raymond James draws from Commonwealth again amid that firm's absorption by LPL Financial, and Osaic adds advisors with nearly $800 million in AUM.
September 26
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Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.
September 26
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Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.
September 26
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Erin Daiber is the founder and CEO of Well Balanced Accountants, consultants helping independent CPA firms grow revenue, retain top talent and build firm value. She began her career in the audit practice of EY, then spent several years in private industry working as a financial analyst. She is a graduate of John Carroll University with a degree in accountancy, and is both a CPA and a Professional Certified Coach.
September 26
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Sara Dressler serves as the CEO, and was previously director of operations, at Indigo Marketing Agency, a full-service marketing consulting firm serving financial advisors.
September 26
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Take Financial Planning's latest self-study continuing education quiz for an hour of credit toward maintaining professional certifications.
September 26
