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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In a prerecessionary landscape, assets must earn their keep across a range of projected scenarios.
September 16
Mind Money -
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Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.
September 15
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As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.
September 15
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In its third suit in as many months, JPMorgan is accusing a former advisor of using its banking referrals to build a book of business and then trying to abscond with those clients to a rival firm.
September 15
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The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.
September 15
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Lisa Cummings attorney and global chair of executive compensation and employee benefits practice, Cummings & Cummings Law
September 14
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Antonio White is founder of 480 Advisors. He is the former FHFA director of congressional affairs and communications and a former deputy assistant secretary of the U.S. Department of the Treasury.
September 12
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A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.
September 12
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Jeff Marshall is the Chief Operating Officer at Recoop®. You may contact Jeff at
jeff@recoopinsurance.com and learn more atrecoopinsurance.com .September 12
