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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Linda Killinger was vice chair of the Federal Home Loan Bank of Des Moines and a partner in an international accounting firm.
March 26
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Rule 11870 permits member firms to use them rather than obtaining an affirmative authorization from the client — in certain situations.
March 26
Foreside Financial Group -
Kerry Killinger served as chairman, president and CEO of Washington Mutual Bank.
March 26
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Staffing and compensating a financial planning practice starts with the right model.
March 26
Napier Financial -
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Financial advisor Christian D’Urso spends his mornings hiking, kayaking or biking, and his afternoons running a $110 million advisory business on the water.
March 25
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The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.
March 25
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To oversee operations in the middle of the country, Merrill Lynch turned to a veteran of the firm.
March 25
