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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The passively managed fund will be made available to qualified purchasers through family offices, RIAs and other institutions, a person familiar with the matter says.
August 27
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Unnerving as this COVID-19 year has been, the massive shift to virtual business has propelled planners to work even more efficiently with clients.
August 27
Raymond James' Financial Institutions Division -
Daniel Saraste is senior vice president of strategy and innovation at Medius.
August 26
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New digital integrations with CAIS and iCapital make it easier for independent advisors to access private equity and hedge funds.
August 26
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Previously, criteria focused on an investor’s wealth. Now, a broader group has access to investments that include private company offerings and certain private equity funds.
August 26
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Lower transaction costs can often come with higher expense ratios at the nation’s largest IBD.
August 26
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As millennial and Gen-Z women take more control of their own finances and those of their families, they’re becoming less tolerant of bias, research found.
August 26
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A range of factors have been cited for the clean-tech rally, including maturing wind and solar industries after a collapse in oil prices earlier this year.
August 26
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Since being appointed as the lead for Accenture's Life Insurance Platform (ALIP) in 2013, Shay has been responsible for bringing to market innovative products and platforms that address carrier's critical needs. Shay has over 20 years of experience in the life and annuity industry. Prior to joining Accenture, he held the position of CEO at a global software firm.
August 26
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Depending on the economy and the election, they could be on the chopping block as soon as 2021.
August 26
Cresset Asset Management
