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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"The stillness of the time produced by the pandemic quarantine has put age-old issues in the spotlight,” writes Visionary Leader Awards judge Dasarte Yarnway.
June 22
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Henry Ren is an intern reporter at Credit Union Journal and American Banker. He is a graduate journalism student at Northwestern University’s Medill School of Journalism.
June 22 -
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Lisa Washburn, Chief Credit Officer, Managing Director, Municipal Market Analytics
June 22
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Tax pros share what they’re telling clients about relief for the jobless during the pandemic.
June 22
