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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Without market-leading, high-yield savings accounts, cash management at Betterment and Wealthfront isn’t as attractive as it was in 2019.
December 23
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“We look forward to our day in court and will not be bullied by the regulatory thugs at the SEC," the firm's co-founder says.
December 23
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Hubert Marteau is a technical expert and blockchain architect at Worldline.
December 23
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Richard Hodgson is chief financial officer of Global Processing Services.
December 23
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The fund has absorbed $15.6 billion so far in 2020.
December 23
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Jennifer Sumiec is a Licensed Professional Counselor and Certified Employee Assistance Professional and has a Master’s degree in Health Psychology. She is a seasoned Employee Assistance professional with 20 years of experience working for Empathia. and as an independent consultant. Empathia has been helping organizations and individuals to be their best for over 35 years. The company began in 1982 as an internal employee assistance program (EAP) for a regional medical center and now provides highly customized and successful behavioral health, student support and crisis management programs to companies across the globe. For more information, visit
www.empathia.com .December 23
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A critical PPP deduction, tax extenders, business meal deductions and more are among the critical points.
December 22
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Ray Baumruk is vice president of employee experience research & insights at Alight Solutions.
December 22
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