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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John Grise is an Executive Vice President, Professional Lines Broker with Amwins.
November 19
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Glide paths may not deliver the highest returns, but experts say they account for behavioral limits that other strategies overlook.
November 19
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With the government reopened and data flowing, the FOMC may cut rates again in Dec. Steve Skancke, Chief Economic Advisor at Keel Point, will break down the mee
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This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 billion combined.
November 19
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Firms might not be able to untangle the web's interconnected services, but they can think ahead and duplicate servers and data to prepare for the next outage.
November 19
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A hedging product tied to bitcoin offers investors enhanced gains and downside protection — as long as an underlying ETF doesn't lose more than 25% of its value.
November 19
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At a time when private equity ownership is causing clashes between independent broker-dealers and some of their largest advisory teams, Private Advisor Group found another option.
November 19
