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 firm has stepped up its focus on income-related products as it seeks to attract a larger share of the retirement business.
February 25
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Douglas Bystry is the founder, president and CEO of Clearinghouse CDFI. Bystry is considered an expert in financial institution management and tax credits, with over 30 years of experience raising and deploying capital to low-income communities. He chairs the California Organized Investment Network (COIN) Advisory Board and More Good Days Foundation. He previously served as an Orange County city councilman. Prior to founding Clearinghouse CDFI, Bystry was executive director of Santa Ana Neighborhood Housing Services and executive director of the Affordable Housing Clearinghouse, CCDFI’s nonprofit community partner. Bystry has helped deploy over $1.8 billion in capital into low-income communities throughout his career.
February 25
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Art Saldana is a digital retailing client solutions architect for Cox Automotive.
February 25
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Some tax credits are refundable, meaning they can get a refund in case the credits exceed their actual tax liability.
February 25
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The SPDR fund saw a one-day exodus of $372 million as the sector struggles amid bets that the Fed will cut rates to mitigate damages from the coronavirus.
February 25
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