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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As the Federal Reserve strives to help the economy, wealth managers’ revenue takes a hit.
November 18
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Natasha Sarin is an assistant professor at the University of Pennsylvania Law School and an assistant professor of finance at the Wharton School.
November 18
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Investing in virtual tools is a must but planners must also seize this moment to expand practices and deepen existing relationships, writes Broadridge Financial's Michael Alexander.
November 18
Broadridge Financial Solutions -
Michael Alexander is the president of Broadridge's wealth management and global managed service business.
November 18
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Tim Ferguson is the founder and chairman of Next Street, a mission-driven advisory firm revolutionizing how public and private institutions provide capital, customers, and services to small businesses and entrepreneurs.
November 18
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The $527 billion manager released two actively-managed products, one focused on U.S. equities and the other on international stocks.
November 18
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Scott Paddock is the CEO of
Healthcare Bluebook , which delivers health care quality and cost transparency services to employers, third party administrators and insurance carriers nationwide.November 18
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Firms have only six weeks to find a replacement technology platform.
November 18
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In a surprise announcement, Private Advisor Group tapped Moore as CEO nearly two years after he left Cetera for undisclosed medical reasons.
November 18
