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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National Practice Leader for Strategic Analytics, OneDigital
March 3
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Tobi Carter Richards is editor/author – SEC content in the
Tax & Accounting Business of Thomson Reuters .March 3
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The percentage of women managers fell even among passive funds, a booming area of the industry that was a hot-spot for female talent.
March 3
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Designating charities as a beneficiary of their retirement accounts is one strategy that can enhance their tax savings.
March 3
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Bob Contri is the global financial services leader for Deloitte. In this role, he is responsible for overseeing Deloitte’s four global financial services sector groups: banking and capital markets, insurance, investment management and real estate.
March 3
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The Federal Reserve has voted unanimously to cut the interest rate 50 basis points to 1.10% effective March 4, in the first emergency rate cut since 2008.
March 3
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The Federal Open Market Committee cut the fed funds rate target 50 basis points to a range between 1% and 1.25%, it announced Tuesday.
March 3
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“It is really as important for plans to get people thinking about income rather than just accumulation,” an expert says.
March 2
