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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“I do believe that clients sometimes get too caught up in expense ratios,” an expert says.
April 13
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Just days after the Fed lifted Wells Fargo's asset cap so it could make more Paycheck Protection Program loans, it warned customers its queue is long and they may want to go elsewhere before program funds are exhausted.
April 13
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Carmen Bommireddipalli is the Senior Offering Manager at IBM Watson OpenScale.
April 13
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Zain Nasrullah is the Data Scientist, Enterprise Model Risk Management Team at RBC.
April 13
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Greg Kirczenow is the Senior Director, Enterprise Model Risk Management Team at RBC.
April 13
