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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Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.
March 19
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Regulatory relief applies to advisors and investment funds but the commission stresses that fiduciary obligations still apply.
March 19
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Scott Colangelo is chairman, managing partner and co-founder of Prime Capital Investment Advisors and managing director of Qualified Plan Advisors.
March 19
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The platform aims to "assist … in meeting demands for redemptions” as alarm over the coronavirus continues to cause strains in short-term funding markets.
March 19
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Nick Patel is the founder and CEO of Wellable, an employee wellness technology service provider.
March 19
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Agus Sudjianto is an executive vice president and head of corporate model risk for Wells Fargo, where he is responsible for enterprise model risk management.
March 19
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Wall Street’s nonstop aggressiveness is clashing with the demands of a deadly pandemic.
March 19
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Matt Withey is vice president of issuing and deposit products at Meta Financial Group and MetBank.
March 18
