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 bank was accused of infringing on another firm's patent for a mobile deposit system.
January 13
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Partner, Digital Strategy & iX Insurance Lead for North America, Digital Strategy & iX, FSS, IBM Services
January 13
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Planners — and RIAs that want to hire them — have faced hurdles tied to client solicitation rules.
January 13
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It is important for entrepreneurs to have an exit strategy and to take control of their debt.
January 10
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The regional broker-dealer is among the industry’s most aggressive recruiters.
January 10
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Douglas MacLean is a financial advisor with Barnum Financial Group in Shelton, Connecticut.
January 10
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Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”
January 10
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Douglas Lynam is a partner at LongView Asset Management in Santa Fe, New Mexico and the author of "From Monk to Money Manager: A Former Monk's Financial Guide to Becoming a Little Bit Wealthy — and Why That's Okay"
January 10
