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 world’s 500 richest people have lost almost $1.3 trillion since the start of the year.
March 25
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Chris Voce is a customer engagement strategist at Citrix and the former head of the Employee Experience research practice at Forrester Research.
March 25
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The iShares fund saw the second-biggest inflow in its 18-year history after the central bank said it would begin buying corporate bonds and credit ETFs.
March 25
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Joseph Bonner is founder of Community Bank Advocates LLC and a three-time community bank CEO.
March 25
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“[By extending the tax deadline], they automatically extended the deadline to make an IRA contribution last year,” an expert says.
March 24
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Zach Anderson Pettet is vice president of fintech strategy at nbkc bank and managing director of the bank's Fountain City Fintech accelerator.
March 24
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Whether you’re in search of a roadmap, strategies — or peace of mind for your clients — these recommendations fit the bill.
March 24
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One wealth manager expects his income to drop by at least $30,000 this year, according to a new Arizent survey. Technology usage is also soaring and some companies’ lack of preparedness is revealed.
March 24
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Troy Erickson, a former Smith Barney manager, reunites with ex-colleagues at the fast-growing firm at a challenging moment.
March 24
