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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LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.
May 27
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The Internal Revenue Service and the Treasury Department issued proposed regulations Wednesday to update the income tax withholding rules for periodic retirement and annuity payments made after Dec. 31, 2020.
May 27
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The results were “not just predicated on expense ratios,” an expert says.
May 27
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The team is staffing a new office in California for the boutique wealth manager.
May 27
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The latest version supplements the previously posted rules in order to help borrowers submit their loan forgiveness applications as provided under the CARES Act.
May 27
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Art Dickerson is a seasoned business development executive with decades of experience and understands motivation of customers and influencers critical to Catapult’s success. He was a trusted advisor for twenty years to large/jumbo employers at leading firms like E&Y and Mercer. Dickerson was also a senior vice president of sales and marketing and chief strategy and operations officer for the national accounts arm of the Blue Cross Blue Shield system (Consortium Health Plans).
Besides deep experience in strategic selling and sales management, Art is a Certified Employee Benefit Specialist with multiple insurance licenses. He earned a Bachelor of Science in Commerce degree at the University of Louisville and studied executive financial management at Babson College.
May 27
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The State Street fund has climbed 68% since falling to a more than seven-year low in March.
May 27
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A planner's casual query about his workspace prompted a rousing discussion in an online chatroom. The conclusions that emerged suggest a reimagined physical and virtual space for planners to meet clients.
May 27
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