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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Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.
December 11
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Paul Vacquier is CEO of
Beagle Services , a plumbing technology company that helps homeowners prevent costly water damage through technology deployment, smart valve installation and monitoring. He works closely with insurers, agents and homeowners to tackle one of the industry's biggest loss drivers: non-weather water damage.December 11
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Paid sabbaticals, employee ownership and a philosophy-first culture have helped Bailard top this year's Best RIAs to Work For list.
December 11
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This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter most.
December 11
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A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 million or more to invest.
December 10
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As deadlines loom, firms juggle tax-driven client work with retreats, reflection and recalibrating the business for 2026.
December 10
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Consolidation has been ongoing for more than a decade in wealth management, but it accelerated to unprecedented levels this year.
December 10
