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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Institutions with notable holdings in multiple firms across industries are less likely to panic sell, according to the researchers.
July 20
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Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.
July 20
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According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?
July 20
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To succeed as an investment professional, you must take a holistic view of your investment strategy.
July 19
Inspiring Capital -
Nell Derick Debevoise uses her expertise in purposeful leadership to help CEOs and CHROs expand their impact, grow their businesses and build powerful legacies.
July 19
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The wirehouse is the latest firm to have its financial advisors called out publicly by the regulator for disregarding warnings about holding the ETNs for a long time.
July 19
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Firms automating a once little-known investment strategy have become one of the hottest areas for wealthtech acquisitions.
July 19
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With plans to raise more than $2.2 billion, Robinhood’s IPO would be the fifth-largest on a U.S. exchange in 2021.
July 19
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David Unkovic, Public Finance & Government Services Group, McNees Wallace & Nurick
July 19
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Emilio Jimenez is co-chair of the Alternative Reference Rates Committee's Legal Working Group. He is also a managing director at JPMorgan Chase.
July 19
