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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The ex-Morgan Stanley and Merrill Lynch advisors join the wealth manager, which has been aggressively recruiting in recent months.
January 19
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Client acquisition was down compared to 2019, but still higher than in years past.
January 19
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As Wall Street jumps on the Bitcoin rally like never before, the firm says existential risks could threaten the industry over the long haul.
January 19
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Firms affiliated with the broker-dealer can access the software for free through AdviceWorks.
January 19
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The pending nominations send a clear signal that the rule-cutting and lax enforcement the industry has grown accustomed to under President Trump are over.
January 19 -
For investors, Biden represents an attitude shift from the era of Trump, who famously made the Dow a barometer of his success.
January 19
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CEO Charlie Scharf’s long-awaited expense-reduction plan got a chilly reception from investors.
January 15
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