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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Gary Zimmerman is the founder & CEO of MaxMyInterest, a cash management services for investors.
August 31
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Among some 500 large-cap U.S. mutual funds, those with at least one-third of manager positions held by women have beaten those with none, data show.
August 31
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It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.
August 31
Proquility Private Wealth Partners -
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Eric W. Flynn is counsel in Consumer Financial Compliance & Litigation at Hunton Andrews Kurth LLP.
August 31
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Marysia Laskowski is an associate of the Financial Services Group at Hunton Andrews Kurth LLP.
August 31
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Peter G. Weinstock is partner and co-PGL of the Financial Services Group at Hunton Andrews Kurth LLP.
August 31
