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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Erik Breen has led the Integrated Reporting Framework Panel since 2016, after being a Council Member of the International Integrated Reporting Council from 2013-2016, and has the ambition to reconnect the power of institutional capital with the beneficiaries’ non-financial values through a realistic business-driven approach. He has 24 years’ experience in asset management, especially in integrating finance and sustainability. He has been at the forefront of global developments in corporate governance, responsible investment, stewardship and sustainability and impact investing. He has international experience as board member in developing and challenging strategy, in promoting effective risk oversight and in fostering open board cultures. He founded Infinsus, which is dedicated to integrating finance and sustainability.
February 26
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The haven has been favored as the coronavirus outbreak has spread beyond China, threatening a pandemic and slower growth.
February 26
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Older clients who have lost a job prior to retirement are advised to first consider filing for unemployment insurance and begin making revisions to their budget.
February 25
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Randy Fuchs is a principal and co-founder of Boxwood Means, located in Stamford, Conn.
February 25
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Fee wars among asset managers are having small, but notable impacts across the industry and prompting renewed focus on core business.
February 25
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Brian Tumulty covers taxes and state and local government finance for The Bond Buyer. He previously worked as a reporter at Gannett for more than 38 years, including 24 years in the Washington bureau and two years at USA TODAY.
February 25 -
When financial advisors consider both the hard-dollar and time investments required to land quality leads, everyone benefits.
February 25
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We can all play a part in preparing for this and future outbreaks.
February 25
Life Planning Partners -
In an episode of Financial Planning’s podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.
February 25
