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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Sarahjane Sacchetti is a busy mother of two and the CEO of
Cleo , a parenting benefits company. Prior to Cleo, Sarahjane helped build Collective Health as their CMO, and has helped launch and build several startups in a variety of industries, from adtech to social media to energy and enterprise technology. She recently spearheaded theInvest in Parents initiative, along with Paid Leave for the United States, The Mom Project and Happiest Baby, which aims to support, protect and invest in working parents during times of uncertainty.August 17
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This may be the final chance for eligible clients to submit for the additional economic impact payments under the CARES Act this year.
August 17
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Now, with a flood of day traders entering the market, a memorable moniker could be more valuable than ever.
August 17
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James Ashton is head of content at Find My UK Casino, a gaming comparison site.
August 14
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The latest roundup of news in the IBD and RIA channels comes in a time of economic turmoil and big transactions.
August 14
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Yes, they’ll be going up in September — but not as much as you may have heard.
August 14
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Kevin Hagemeier, ASA, is a managing director at
Valuation Research Corporation . He has significant experience with public and private corporate needs including transactional consulting. He specializes in valuation engagements including intangible assets for business combinations, impairment testing, tax restructuring, tax planning and stock options.August 14
