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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Despite a rocky year, these 20 funds recorded an average return of 13.6%.
December 15
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It’s the second-biggest hire of the year for the wirehouse.
December 15
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The firm’s four new additions came from two wirehouses.
December 15
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The unit could fetch more than $3 billion, according to people familiar with the matter.
December 15
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It’s one of the largest teams to quit a wirehouse this year.
December 14
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After a volatile year, advisors get a reprieve when it comes to payout changes.
December 14
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It won’t just change the composition of corporate board rooms. It may change conversations with clients too.
December 14
CJPA Global Advisors -
