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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Rob Wilson is Vice President, Correspondent & Warehouse Sales Executive for
Merchants Mortgage , a division ofMerchants Bank of Indiana March 31
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The recruit oversaw more than $650 million in client assets while at his former employer.
March 30
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The Internal Revenue Service responded Tuesday to calls for extending more tax deadlines by giving taxpayers until May 17 to make IRA and HSA contributions and file some refund claims.
March 30
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Anthony Diaz began the sentence immediately after a hearing in which a victim said he should “rot in hell” for the felonies.
March 30
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Brain Gifford is the director of research and analytics at the Integrated Benefits Institute as well as president of the Center for Workforce Health and Performance.
March 30
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Dr. Arthur Leibowitz is the Chief Medical Officer and Founder at Health Advocate.
March 30
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Everything from corporate earnings and inflation expectations to valuation gaps suggest the market rotation has only just begun.
March 30
