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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Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.
November 7
Mercer Advisors -
Big changes to regulations and retirement planning could be in the mix following the Democrat’s election victory.
November 7
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With a Democrat set to take the White House in January, the agenda for agencies like the CFPB could undergo a rapid transformation, housing finance reform could be turned on its head and progressive banking ideas that were unthinkable over the past four years could gain traction.
November 7
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But the regulator also ordered record payouts in 2020, including restitution through a self-reporting program that drew industry ire.
November 5
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It’s at least the second time in just a few weeks that the firm has sought to limit the expense of rewarding well-paid employees.
November 5
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Steve Schwartz is the vice president of customer success at Carrot Fertility.
November 5
