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 slate of new hires come from several competitors including Wells Fargo and Edward Jones.
August 25
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The saga lays bare the rough-and-tumble ways of distressed investing, where investors look to pull every lever in their favor.
August 25
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Tim Killgoar is senior vice president and head of Raymond James’ Financial Institutions Division.
August 25
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Managing principal and firm-wide leader for cybersecurity and compliance, Schellman & Co.
August 24
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The new recruits include a 34-year industry veteran.
August 24
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More than 95% of comment letters submitted were opposed to the Labor Department’s proposed rule, according to a new analysis.
August 24
