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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During rapid growth, the firm allegedly failed to detect a cascade of red flags.
August 10
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If clients “looked just three months ago, these numbers would be glaringly different,” an expert says.
August 10
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Daily average trades on the app in June were four times higher than on E-Trade.
August 10
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The president said his action authorizes the U.S. Treasury to allow companies to defer — not suspend — payroll taxes for Americans making less than $100,000 a year from Sept. 1 through Dec. 31.
August 10
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Michelle Zettergren is the President of MagnaCare, a division of New York-based
Brighton Health Plan Solutions , which partners with self-funded health plan sponsors to build healthcare solutions.August 10
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Ben Meng’s downfall raises questions about who would succeed him in a job that attracts so much unwelcome attention, not to mention navigate a pandemic.
August 10
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Institutions large and small are either creating new positions or elevating existing diversity heads to C-suite roles. Will the moves help banks improve equality within their ranks and better serve their communities?
August 9
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“Clients have gotten a good scare,” says Dave Welling, CEO of Mercer Advisors.
August 7
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Industry groups warn of creeping fiduciary obligations, while consumer advocates see it as a setback for investor protections
August 7
