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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“I diverged from the generic ‘dialing for dollars’ path to advancement and set out to learn from entrepreneurs and leaders from books,” writes advisor Chip Munn.
December 29
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The biggest losses this year came from sectors that suffered the most in lockdown.
December 29
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Despite lofty markets, offering a “lazy” portfolio may doom a number of ill-prepared planners in the coming year, our columnist warns.
December 29
Advisors Capital Management -
Michael Lieberman is a partner at Advisors Capital Management, a wealth management firm based out of New Jersey.
December 29
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Roccy DeFrancesco, JD, is co-founder of the Asset Protection Society. He can be contacted at
roccy@assetprotectionsociety.org .December 29
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Ted Meissner is CEO of
Ledgex , a multi-asset class portfolio accounting solution built by investment office professionals.December 29
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A deep dive into all the critical questions, strategies and tax planning moves for clients and their university-bound children.
December 29
