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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This company released a corporate report card so employees know what their retirement investments are going toward — and whether or not it lines up with their own values.
August 2
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A roundup of this week's news includes advisors on the move, new hires and SEC enforcement.
August 2
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It’s important to have intergenerational conversations with clients and their families.
August 2
Napier Financial -
James Mirfin is global head of digital identity and fraud solutions at Refinitiv.
August 2
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Sure, you might have to actually pay U.S. taxes on those crypto trades. But at least it will be easier to figure out how much you owe.
August 2
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Charging a percentage of assets under management only works for some client demographics. Let's find other ways to work with different clients, writes Daniel Johnson.
July 31
College for Financial Planning -
Dan Johnson is an assistant professor for the College for Financial Planning and a part-time instructor for Kaplan Professional and Boston University. He resides in Chicago, IL.
July 30
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His embrace of volatile cryptocurrencies for mainstream investors is a major shift from the cautious world of fiduciary advice that’s synonymous with his namesake firm.
July 30
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At least 10 senior bankers and numerous junior employees across the world’s largest wealth management market have left.
July 30
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The nation’s largest independent broker-dealer aims to boost expansion even more, and it’s not ruling out launching its own bank.
July 30
