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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A ‘wave’ of claims for the Domestic Production Activities Deduction sparks an alert.
February 25
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The growing practice’s founder dropped his FINRA registration after 14 years with KMS Financial Services.
February 25
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Self-directed investors have opened more new accounts at the firm in 2021 than in the third and fourth quarters combined.
February 25
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The CEO of Chase Consumer Banking and a member of JPMorgan’s leadership team, Thasunda Brown Duckett has been tapped to replace Roger Ferguson as CEO of the retirement services provider.
February 25
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Meme stock traders took their latest cues from a cryptic tweet and favorable short-seller report.
February 25
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These long-term leaders also generated gains of more than 76% over the past year.
February 25
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Robinhood has faced criticism by lawmakers and the public since last month’s surge in trading of certain stocks, driven by retail investors.
February 25
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Dr. Joel Philo is the principal behavioral scientist at Infor Talent Science.
February 25
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