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 hunt for heavily-short stocks has delivered millions of dollars to wealthy executives and investors.
January 27
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The firm said high volume may have curtailed access to its mobile app and urged clients to use its other platforms.
January 27
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The new recruits build on the 43 advisors Janney added last year.
January 27
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Wayne Slavin is the CEO and Co-Founder of Sure, a VC backed insurtech startup. Prior to Sure he was the VP of Product Management at Tapingo, TechCrunch’s Most Innovative Company of 2013. His other past projects and companies include NetStumbler, a consumer app with more than 1.5 billion downloads, the Barnes & Noble Nook eBook reader, Buddy Media (now part of salesforce), and BackupRight the enterprise SaaS company he sold in 2012. He has a Masters Degree from Columbia University.
January 27
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Three provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.
January 27
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Some advisory firms have already started narrowing their lists of funds considered eligible for retirement plans based on Trump’s decision to overhaul ERISA.
January 27
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The quant manager has been warning for years that investor objectives are going to be increasingly hard to meet amid “soberingly low” gains.
January 27
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No matter how focused you are on a goal, it’s what steps you take towards that goal that determines whether it’s achievable.
January 27
Signature Wealth Group -
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Tax professionals are starting to hear questions from their clients ahead of the official start of tax season about a variety of issues related to COVID-19.
January 26
