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 hybrid firm’s giant parent tapped a new leader as it builds out a growing team with a mission.
June 16
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Invent 2021 DevCon will feature keynotes and workshops with project leaders from Microsoft, Uber and Samsung.
June 16
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Digital media is key for financial advisors to connect with their current clients and attract new ones.
June 16
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Joanne Cleaver, president of content strategy firm Wilson-Taylor Associates Inc., designed and manages the Accounting MOVE Project, an annual research and advocacy effort produced by the
Accounting and Financial Women’s Alliance , The Accounting MOVE project is now owned and managed by Bonnie Buol Ruszczyk, who owns marketing and DEI consulting firm, bbr companies. The Accounting MOVE Project is supported by participating firms, including sponsors Moss Adams and SAPRO, in partnership with the Accounting and Financial Women's Alliance.June 16
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The pandemic heralded the breakdown of the 60/40 formula, built on the idea that bonds should cushion losses when stocks fall.
June 16
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The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.
June 16
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The $29 billion of mutual funds from Dimensional Fund Advisors that were converted into ETFs is likely to be a boon for Wall Street banks eyeing the same shift for more than $1 trillion of mutual fund assets in coming years.
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Simon Viney is the cybersecurity financial services sector lead at BAE Systems Applied Intelligence.
June 16
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“It will dramatically expand the number of advisors who will be fiduciaries under ERISA,” says one expert.
June 16
