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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This five-part series is a comprehensive effort to explain the racial discrimination Black Americans face in our financial system.
October 23
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Refinitv’s Workspace will power the wirehouse’s investment research and risk assessment capabilities.
October 23
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The No. 1 IBD is keeping up the recruiting momentum that’s sustaining record headcounts and billion-dollar moves.
October 23
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Reginald Twigg is director of product marketing for data capture at ABBYY, a digital intelligence company.
October 23
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The firm currently provides benefits to 10,000 employers and their 2 million employees.
October 23
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Although in-person hearings aren’t banned outright, none have taken place since the onset of the coronavirus pandemic.
October 23
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The firm expects to receive bids this month, according to a person familiar with the matter.
October 23
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