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 founding partners of the 300-advisor OSJ will remain in their current roles for three years under the same structure as before the deal.
January 13
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The government called the companies’ decision to halt their combination “a victory for American consumers and small businesses.”
January 13
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Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.
January 13
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Clients have gotten used to less in-person interaction and have reshaped their expectations and behavior accordingly, says Broadridge's Fred Duden.
January 13
Broadridge Financial Solutions -
Look beyond delivering investment returns and see the whole picture of your clients' wealth to thrive in 2021.
January 13
Accenture -
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The group leader, advisor Lars Olson, had been with the wirehouse since 1994.
January 13
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The investment plays on a trend, “which is the blurring of the distinction between traditional insurance products and wealth management products.”
January 13
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Alok Ajmera is president and CEO of Prophix Software, a global leader in corporate performance management software.
January 13
