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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Founder Nancy Davis says her recently converted long-only product reflects the direction of travel for the broader asset management industry.
January 12
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The U.S. Small Business Administration and the Treasury Department relaunched the Paycheck Protection Program on Monday to new borrowers, prioritizing loans from community lenders.
January 11
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Whitnell & Co. changed hands in a deal with a regional bank that also struck a strategic partnership with the wealth manager.
January 11
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The flood follows a strong Democratic showing in last week’s runoff elections in Georgia, which tipped the Senate’s control to President-elect Biden’s party.
January 11
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Instead of leading your team with the mantra "Never let them see you sweat," consider a more honest, real approach.
January 11
2050 Wealth Partners -
While many condemned the violence, few firms have cut financial support to elected officials who have backed Trump’s baseless claims of election fraud.
January 11
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Alex Ellwood is vice president of merchant advocacy at CMSPI, a global leader in retail payments consulting.
January 11
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Chris Hughes is a Bloomberg Opinion columnist covering deals. He previously worked for Reuters Breakingviews, as well as the Financial Times and the Independent newspaper.
January 11
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Priya D. Bajoria is senior vice president of financial services at Publicis Sapient. She has extensive experience in industry transformation, utilizing digital technologies and innovation with a background in consulting and investment banking.
January 8
