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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Regulators accuse Ramiro Jose Sugranes of “cherry-picking” small sums from his clients and funneling them into an account in his elderly parents’ names.
June 28
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Ingrid Tolentino is senior vice president and head of MetLife Legal Plans at MetLife.
June 28
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Angela Ubias is the co-founder and chief product officer of Common Heir, a sustainable, luxury skincare brand.
June 28
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Sari Kalin is the assistant director of health and well-being strategy at Liberty Mutual Insurance.
June 28
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The service is gearing up for a potentially massive tax-enforcement push if Congress passes a plan including $40 billion to expand audits on the wealthy.
June 28
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These individuals have unique life experiences that shape who they are and planning for their financial goals requires an understanding of their distinct challenges, writes advisor Harry Gittelson.
June 28
J.P. Morgan Wealth Management -
The giant wealth manager is re-hitting its stride after its best quarterly net gain in advisors in at least two years.
June 28
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Harry Gittelson has been a Private Client Advisor with J.P. Morgan Wealth Management for 28 years, based in Los Angeles, California. Harry is actively involved in the community, having helped develop programming for the Human Sexuality Collection at Cornell University, One Archives Foundation at The University of Southern California (USC), and the Tools For Tolerance program at The Museum of Tolerance in Los Angeles. He is also a volunteer for The Los Angeles LGBT Center and The Human Rights Campaign. A graduate of Cornell University with a bachelor’s degree in applied economics, he also received his MFA from USC in film production and business.
June 26
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Advisors will walk a fine line as they reinforce fundamentals while leveraging market and tax-policy uncertainty, says Clayton Bland of CliftonLarsonAllen Wealth.
June 26
CliftonLarsonAllen -
Here's what you missed in wealth management.
June 26
