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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While small deals are likely, CEO James Gorman said he’d be reluctant to take on a large-scale acquisition
June 10
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"It's now June and if you’ve been on a deserted island for the last five months you couldn’t have fathomed the movements we’ve seen," an expert says.
June 10
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Paul Winghart, Market Economist, Founder & Chief Knowledge Officer, Wing-O-Metrics LLC.
Paul produces, distributes and charges for subscriptions for original economic commentary primarily for professional financial advisors.
Mr. Winghart is the author of ConsterNation!: The Economics Behind The Angst which examines the long-term economic fundamental that is holding the economy back from realizing enough of its potential, thereby causing all economic angst.
Since 2014, Paul has been an Adjunct Instructor of Business & Economics at Bethel University, North Central University and is currently teaching at the University of Northwestern -Saint Paul.
From 1998 to founding Wing-O-Metrics LLC, Paul was Vice President – Market Economist & Senior Fixed Income Strategist for RBC Wealth Management where he discerned and accurately prognosticated trends in U.S. interest rates. He also researched and interpreted evolutions in credit ratings to gain an understanding and appreciation of their implications on specific fixed income securities.
He has been published the Municipal Finance Journal Winter 2010 & Bloomberg News 2012. He was also nominated for selection to Financial Advisor / Private Wealth Magazine’s annual Research Manager / Due Diligence all-star team in 2011 & 2012.
Paul holds a Bachelor’s degree in Economics from the University of Minnesota and an MBA in Finance from Bethel University.
June 10
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Clients are gravitating toward the “biggest, stable institutions,” says Morgan Stanley CEO James Gorman.
June 10
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Hailing from Merrill Lynch, Edward Jones and Waddell & Reed, the advisors join as both employees and independents
June 10
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