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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Sune Gabelgard is head of digital fraud, intelligence and research at Nets.
January 15
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Trade groups warn that a proposal could end commissions in the state and play into a "fractured" regulatory environment nationwide.
January 15
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Advisors should be increasingly aware of how banks are shaping client expectations.
January 15
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Nearly all of the fixed-income funds held short term debt.
January 15
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The firm added 40,000 new accounts last year and hit a record $3 trillion in client balances.
January 15
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Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.
January 15
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Assets under management at Nancy Prior’s group, which includes bond and money market funds, have grown from $714 billion under her leadership.
January 15
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The size of the firm's class compares with 145 last year.
January 15
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Fueled by a rebound in trading, especially in fixed income, the company said profit jumped 21% in the fourth quarter.
January 15
