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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Paul Chessin is a former senior assistant attorney general of Colorado and served 17 years at that agency. He is a graduate of Harvard Law School.
February 9
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Seniors may consider working longer or relocating somewhere where their benefits are not subject to state taxes.
February 7
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Direct indexing, heightened competition and advisor tech platforms were just some of the critical details executives discussed.
February 7
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A rare appearance by one of the investors reshaping the IBD sector drew questions from rivals — and insights into the firms’ approach.
February 7
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Why do advisors focus so heavily on planning for a lifestyle change that may never happen?
February 7
Life Planning Partners -
The federal judge said he would have sentenced the firm’s former chief executive to a year but gave him “a discount” for his extensive philanthropy.
February 7
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Laurie Ehrbar is chief marketing offier at Bizagi, a digital buisness transformatoin firm focused on automation.
February 7
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Christopher Justice is president of Global Payments Gaming Solutions, a division of Global Payments.
February 7
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Firms must collaborate, rather than compete, to bring in more women and non-white advisors, says Cerulli Associates.
February 7
