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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Despite growing to about $1.1 trillion in AUM, senior executives made a series of bets to keep pace in a changing industry that have yet to pay off.
July 29
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Trading under the ticker EFIV, the fund will exclude companies involved with tobacco-related products and weapons.
July 29
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The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.
July 28
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Subject Matter Expert, Location Intelligence and Data Quality, Global P&C Insurance Practice
July 28
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Phil McCall is president and chief operating officer of ACES Risk Management Corp.
July 28
