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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Mariah Collins is a manager in The Bridgespan Group’s Boston office. Since joining in 2012, she has worked on a range of cases, primarily focused on impact investing, measurement and evaluation, and public health. Mariah co-leads Bridgespan’s Measurement and Evaluation area of expertise.
July 15
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Yet there is concern the Delta variant of the coronavirus may spread and spear policy actions that could slow economic growth.
July 15
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For most people, thinking that investing in crypto with retirement money could save on taxes may just wind up jeopardizing their retirement, writes Alexis Leondis.
July 15
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Deep value managers appear poised to outperform as the country sheds challenges posed by the pandemic, writes Spencer Logan.
July 14
Harbor Capital Advisors -
Spencer Logan, CFA, CAIA, FDP, is an Investment Specialist at Harbor Capital Advisors.
July 14
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Private equity firms are jostling to invest in financial advice firms that they think may become cash cows.
July 14
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The megabank announced second-quarter revenue of $4.1B for the Asset and Wealth Management unit, with net income of $1.2B.
July 14
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The firms agreed to censures, the settlement payments and to cease-and-desist orders tied to their alleged misconduct.
July 14
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Raymond James’ advisor employee headcount has remained relatively flat over the last five quarters, while its 1099 channel saw an increase of 3% over the same time period, according to the company’s latest earnings report.
July 14
