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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More than half of them track the industry’s top-performing category.
December 18
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Lee Lewis is the Chief Strategy Officer and General Manager of Medical Solutions for the Health Transformation Alliance (HTA), a co-op of over 50 of the largest employers in the country, representing 4.5 million members seeking to transform healthcare, saving lives and saving millions of dollars.
December 18
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This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.
December 18
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Direct lenders, including hedge funds and buyout firms, are prepared to spend billions to lure borrowers away from the $1.2 trillion leveraged loan market.
December 18
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While these 20 dizzying changes will throw some for a loop, financial advisors and their clients grow more powerful each year.
December 18
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Setting up a tax-advantaged retirement account, automating contributions and reducing their overall expenses are a few strategies to get back on track.
December 17
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This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.
December 17
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“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.
December 17
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From regulations to diversity and inclusion, these leaders are set to make an impact on wealth management.
December 17
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Ann Wyatt is vice president of program management & engagement at HealthFitness where she oversees a national account management team. Her role includes strategy development and driving engagement for new and existing health management and corporate fitness programs, employee recruiting and training, program quality assurance and operations management.
December 17
