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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Pay for industry professionals has increased much faster in some parts of the country than it has in others.
August 19
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In a rebuttal to the Board’s recently installed director of enforcement, John H. Robinson says Tom Sporkin is delivering more organizational spin at the expense of transparency and consumer interests.
August 19
Financial Planning Hawaii -
The deal also marks the latest expansion of Goldman’s European operations.
August 19
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The number of accounts with balances of at least $1 million grew 84% year over year, while the number of seven-figure IRAs jumped more than 64%.
August 19
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The LearnLux scholarship will be awarded annually and provide recipients with the guidance, resources and tools necessary to pass the CFP exam within 19 months.
August 19
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The robo advisor agreed to pay $300,000 without admitting or denying the findings.
August 19
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Dr. Harpreet Nagra is a behavioral scientist, clinical researcher, and licensed psychologist with over 15 years of experience in non-profit organizations, academic institutions, medical clinics, and private practice. At One Drop, Dr. Nagra guides the application of behavioral science frameworks and methodologies across key components of our AI-powered platform, including one-on-one coaching, goal setting, health predictions, and an interactive learning experience.
August 19
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Jason is a solutions architect and team lead with over 10 years of experience in technology and cybersecurity. Using his knowledge of methods used by cybersecurity hackers, Jason educates companies and individuals on best practices for staying safe in all things cyber and implementing efforts to avoid cybercrime. He works with businesses to develop customized cybersecurity strategies to keep their company and employees safe and productive, whether they work in-office or remotely.
August 19
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As a solutions architect and Microsoft Certified Professional, Julia helps organizations achieve their growth by matching technology solutions to business goals. This happens through collaborating with clients and analyzing their technology needs and business processes. Using her expertise in the Microsoft cloud platform and industry knowledge, she consults, designs, and implements technology strategies to help Anders clients not only understand their business’ technology, but maximize its full power.
August 19
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Special-purpose acquisition companies — better known as SPACs, or blank-check companies — made a splash during the COVID-era retail-trading surge.
August 18
