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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Jesse Lineberry is an account executive at New Planner Recruiting, a recruiting firm that specializes in sourcing, screening and integrating financial planners in financial planning firms nationwide.
February 24
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Jayson Waller is founder and CEO of
Powerhome Solar , a provider of solar panel installation and energy efficiency services operating in 11 states across the U.S. He can be reached atjwaller@powerhome.com .February 24
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Senators will likely push Gary Gensler, tapped to lead the SEC, for his views on the recent market mania that roiled shares of GameStop and other stocks last month.
February 24
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Blank-check companies are gaining prominence with celebrity sponsors, but costs can be opaque.
February 24
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Pete Dorsey is the latest member of TD Ameritrade’s leadership team to part ways with the company after it was acquired by Charles Schwab.
February 23
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The wirehouse picked up a 43-year veteran from its rival.
February 23
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Citing strong client demand, the nation's largest custody bank is building infrastructure and a team that can help clients store and manage bitcoin and many other types of virtual currency and tokenized assets.
February 23
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Winging it during the pandemic, advisors came up with new ways to connect with clients and prospects. The best hacks are here to stay.
February 23
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The training and certification organization chose a former bank and nonprofit official to lead its new Center for Economic Empowerment and Equality.
February 23
