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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Patrick Luther is vice president and principal of the Financial Services Industry Advisory at Ceridian, a global human capital management (HCM) software company.
July 27
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The latest roundup of 32 IBD affiliation moves, M&A deals and expert studies reveals the mixed impact of the coronavirus.
July 24
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“It’s going to flip everything on its head,” says one XY Planning Network advisor.
July 24
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Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing
July 24
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Doron Youngerwood is the director of marketing at SysAid, an IT services management company.
July 24
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Distinguished Architect - Application/Product
Wolters Kluwer Tax & Accounting, North AmericaJuly 24
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