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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Sen. Wyden’s bill would give the benefit to currently ineligible professions while curbing its use by wealthy business owners.
July 21
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The massive hybrid RIA hired Ana Trujillo Limón in a bid to leverage media for practice growth and recruiting the next generation of planners.
July 21
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While US investors lag Asia and Europe, their perception of cryptocurrencies as an investment class, not a currency, is rising.
July 21
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A new high in loan volume and a notable influx of advisory AUM drove the wirehouse’s business to more than half a billion dollars in second-quarter net income.
July 20
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The Houston, Texas-based firm was also censured and required to retain an independent consultant.
July 20
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The inflation-tethered increase is a lifeline for many seniors receiving federal benefits, but there are potential drawbacks.
July 20
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The world's largest asset managers voted against many more directors than the previous year based on climate and racial equity issues.
July 20
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Titan plans to challenge Fidelity and BlackRock and attract younger generations to active investing.
July 20
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The deal formally unites Marty Bicknell and Steve Lockshin, two of the biggest names in wealthtech investing.
July 20
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Institutions with notable holdings in multiple firms across industries are less likely to panic sell, according to the researchers.
July 20
