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 manager may collect over $4 million per year for managing a separate portfolio of commercial mortgage-backed securities issued by government agencies.
March 30
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Claudius van der Meulen is senior vice president of Europe for Entersekt.
March 30
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Maria Volkova is a reporter at American Banker whose coverage also appears in National Mortgage News. She previously worked at HousingWire where she covered housing agencies, with a focus on the Department of Housing and Urban Development and the Department of Veterans Affairs. Prior to that, Maria wrote the FHA/VA newsletter at Inside Mortgage Finance. She graduated from the University of Maryland and currently resides in Montgomery County, MD.
March 29
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Jade Shopp is a Deloitte risk and financial advisory partner and US payments segment leader atDeloitte & Touche LLP .March 27
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The firm had intended on increasing some grid thresholds by about 10%.
March 27
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Christin Kuretich joined Trustmark in 2009. As senior director of product and innovation for Trustmark's accident and critical illness insurance products, she is responsible for researching marketplace trends and assessing the voice of the customer in order to create new product solutions for customers. She holds a bachelor's degree in communications from Liberty University in Lynchburg, VA.
March 27
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Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”
March 27
Mercer Advisors -
The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.
March 27
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Asset managers may need to reassess the assumption that’s become widely held in recent years: that inflation is dead.
March 27
