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 boost in accounts has helped compensate for withdrawals by investors who need cash.
March 31
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“We have to have a roadmap for how to deploy capital in this environment,” says the global head of alternatives for the firm’s asset management arm.
March 31
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Michelle F. Davis is a banking and finance reporter at Bloomberg Business.
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Denise Clayton Delahanty has been a partner with Accountabilty Plus LLC for four years focusing on the people side of A&A work. Prior to working for A+, she was a principal at Gallup where she helped organizations engage their employees and customers. Clayton Delahanty's management consulting over 30-plus years helps organizations align what they say to the outside with what they are set up to deliver with the inside. She holds an MBA from Cornell University.
March 31
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A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.
March 31
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Jim Marous is an internationally recognized financial industry strategist, speaker, author and the publisher of both the Retail Banking Strategies section of The Financial Brand and the Digital Banking Report. He works with financial institutions worldwide on using customer insight and data to drive results. This includes developing innovative, multichannel solutions for acquisition, engagement, expanding share of wallet and retention. He has helped to successfully launch new products and services as well as build and reinforce existing products and brands. Jim has presented at several SourceMedia conferences in the past, has recently spoken in London, Sydney and Slovakia on innovation in banking and is a regular contributor and recent guest host for the Breaking Banks�broadcast hosted by Brett King.He can be followed on Twitter and LinkedIn.
March 31
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Christopher Whalen is chairman of Whalen Global Advisors LLC and publishes the Institutional Risk Analyst blog.March 30
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Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.
March 30
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Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.
March 30
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How do startup executives keep top employees engaged? Even as more work remotely, these firms have found ways to remain connected.
