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 deal is the latest by a larger company seeking to gain fintech market share.
March 2
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Interestingly, the measure often used by analysts and planners just happens to be the one that doesn’t reflect how most clients actually invest or withdraw money.
March 2
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LPL’s continuing major poaches from rivals make up only one of the kinds of ways that firms are vying to attract and retain advisors.
March 2
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The new recruits are not the first to trade in the wirehouse for the regional broker-dealer.
March 2
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Clients blasted the company on social media for not being able to make trades.
March 2
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Bill Brower is the Vice President Industry Relations for Solera focused on advancing its insurance, claims, fleet, and automotive business while helping define the future of Solera products and services. Bill is a widely recognized claims leader across the Insurance P&C Claims and Automotive Industry who has more than 30 years of experience leading claims teams with top brand companies including Nationwide Insurance, Liberty Mutual Insurance, LexisNexis Risk Solutions and Solera.
March 2
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As proxy season nears, concerns grow around whether the manager is equipped to probe the companies in its funds to a more environmentally friendly line.
March 2
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The bloodbath in risk assets has intensified on deepening concerns about the economic fallout from the spread of the coronavirus.
March 2
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Five years of alleged promises, checks that never arrived, and a mysterious employee named “Tryg Nederloe” add up to a bizarre saga with wide ramifications.
March 2
