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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Phased succession plans that stagger the amount of equity changing hands can help usher in the next generation of financial advisors, PPC Loan Managing Partner Dustin Mangone says in an episode of Financial Planning’s Invest Podcast.
April 30
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It’s the latest example of how firms who spent the past decade battling low yields are now raising cash to seize on deep discounts from the coronavirus.
April 30
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Ongoing health risks will hinder a return to normalcy for the firm and its rivals.
April 30
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Head of Innovation and Digital Strategic Partnerships, Wealth and Personal Banking, HSBC Bank
April 30
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Standard General accused Tusk Strategies of “blanketing the media with false and misleading proxy materials” on behalf of a “secret client.”
April 30
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Russell Shapiro is a partner at
Levenfeld Pearlstein LLC in Chicago, and Mary Wasik is a partner in the firm's Corporate Group.April 29 -
Mary Wasik is a partner in the Corporate Group at law firm Levenfeld Pearlstein. Her corporate representation is extensive and includes advising clients on acquisition and sale transactions, structure and preparation of limited liability company and partnership agreements (including real estate joint ventures), and agreements among shareholders.
April 29
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The appointment comes as part of an equity investment by FTV Capital to expand the footprint of the company formerly owned by RCS Capital.
April 29
