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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Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.
August 14
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Advisor pay policies are often notoriously complicated affairs. LPL is seeking to simplify it all with a new AI offering that promises to bring "clarity and intelligence to every payout."
August 14
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Connie Hougland is vice president of Charity Experience and Market Strategy at
National Christian Foundation (NCF) and the founder ofWidowRISE , a newly launched platform created to support widows in grief, healing and legacy.August 14
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Diogo Mónica is a general partner at Haun Ventures and co-founder of Anchorage Digital.
August 14
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