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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“Given the moment that we’re at in history with all of the threats to racial, gender and climate justice, it really felt like it was time to expand what we were doing.” Rachel Robasciotti says.
August 27
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Financial advisors can help the country’s increasingly diverse population, but we must fully realize our vision of recruiting more young and racially diverse talent.
August 27
CFP Board -
Jack Brod, CFP is 2020 chair of the Board of Directors of the Certified Financial Planner Board of Standards.
August 27
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The president has deferred payroll taxes that fund the program, and says he would eliminate them if elected to a second term.
August 27
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“The reality is they were always supported by a large team,” according to CEO Jenny Johnson.
August 27
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Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.
August 27
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Dr. Guizhou Hu, M.D., Ph.D., is Vice President, Head of Risk Analytics for Global Data and Analytics at RGA.
August 27
