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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The events for prospective clients may sound old-fashioned or too sales-focused, but marketing experts and advisors explain how they can be powerful lead tools.
September 24
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Vineet Bansal is the Chief information & technology officer at The Mutual Group, where he drives the overall technology strategy, leading insurance platforms, digital and enterprise applications, advancing data analytics and AI, and orchestrating infrastructure, cybersecurity, and IT operations to strengthen the performance of mutual insurance and deliver greater value for members.
September 24
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Merrill accuses industry rivals of conspiring with a group of former employees to remove confidential client information and trade secrets for the formation of a new RIA.
September 24
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For advisors who invest in cultural understanding, bilingual support and education, the growth opportunity is vast.
September 24
Carson Wealth -
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Firms are increasingly looking to provide high net worth clients with services stretching beyond basic wealth management. The offerings include everything from help with cybersecurity to taking out complicated loans.
September 23
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Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.
September 23
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