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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Sonya Lutter joined Herbers & Co.'s Academy as its new director of institutional research and education.
August 18
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Francis Creighton is president and CEO of the Consumer Data Industry Association.
August 18
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Asset managers are selling loans to individuals at high returns, but risks abound in this less-liquid market, experts warn.
August 18
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The California-based firm’s latest $1 billion RIA grab is just the start, its leaders say.
August 17
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An evolution in alternative investments is giving the $73.3 trillion high net worth capital base expanded access to PE and other strategies.
August 17
iCapital Network -
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Some workers say companies should pay as much attention to staffers' financial wellness as their physical health.
August 17
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Besides the low pass rates, Jared Dillian argues that the certification doesn't make better advisors.
August 17
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Lynn Mucenski Keck, CPA, is a tax partner at The Bonadio Group. She can be reached at
lMucenski-Keck@bonadio.com . For more information, visitwww.bonadio.com .August 17
