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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Procyon Partners, which caters to UHNW clients and retirement plans, had a rocky separation from the same former firm.
July 28
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An iShares ETF investing in companies it says has “positive environmental, social and governance characteristics” has more than tripled gains of the S&P 500.
July 28
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French Taylor is a partner and national service line leader of the Business Tax Services practice of KPMG LLP, the U.S. audit, tax and advisory firm. He can be reached at
frenchtaylor@kpmg.com .July 28
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Perceptions on relationships, health, and lifestyle have also changed.
July 28
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The asset manager’s culture is allegedly one in which women's careers are destined to stall and portfolio-manager ranks are reserved for white men, the lawsuit claims.
July 28
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If approved, the firm would be able to issue its own ETFs, although they haven’t registered any individual funds yet.
July 28
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