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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Jessica Westerman is an associate at Katz, Marshall & Banks LLP, a plaintiff-side employment and whistleblower law firm based in Washington, D.C. Prior to joining the firm, she served as a law clerk to the Honorable Russell F. Canan of the Superior Court of the District of Columbia. Westerman received her J.D. from Georgetown University Law Center, and her BA from Princeton University.
January 27
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The new recruits expand the firm’s presence in New York.
January 27
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Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.
January 27
Solutions With Sonya -
Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.
January 27
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President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.
January 27
NICSA -
Fidelity Investments, Invesco and American Century Investments are among those pitching rival visions for ETFs that disclose their holdings like mutual funds.
January 27
