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 barred ex-Mutual of Omaha rep stole from 27 mostly older fellow members of his church, YMCA and local business organizations, investigators say.
June 4
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"Many times it’s actually small, systematic behavioral changes in strategies that lead to sustainable, meaningful changes in outcomes," writes Michael Liersch.
June 4
Wells Fargo -
While most plan to keep their physical workspaces, others are preparing to embrace the remote style of the pandemic.
June 3
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This likely means an ex-diversity chief from the firm will no longer be able to testify in a class action lawsuit with similar allegations, according to a legal expert.
June 3
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Online and mobile banking traffic at Bank of America soared in the last year, including a 60% spike in the use of its virtual assistant Erica. David Tyrie, the company's head of digital, wants to keep driving adoption by pitching financial planning tools to millennials and Gen Z.
June 3
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Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.
June 3
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Individuals have already started receiving requests for information, according to tax attorneys.
June 3
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Christine Melilli, a manager of the firm at Smolin Lupin, is a licensed CPA in New York and is also licensed to practice law in New York and New Jersey. With over 22 years of accounting experience, she’s spent five years of public accounting, five years of Fortune 500 experience, and has also run her own tax and accounting practice as a sole proprietor.
June 3
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Concern has already seeped into U.S. markets with the cost of goods including lumber and steel rising this year.
June 3
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Research from the FPA found a sharp uptick in planners using and recommending digital assets.
June 3
