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 four new types of funds use a so-called proxy basket and will publish some information about their portfolios every day.
December 11
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The fund will track an index that divides the industry into five categories: pharmaceuticals, testing and analytics, cultivators, hemp and ancillary business.
December 11
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Who wins, loses after the massive BD merger crosses the finish line?
December 11
Elite Consulting Partners -
"A long life is wonderful, but it is also costly and a bigger drain on resources," an expert says.
December 10
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Robo advice is “a feature, not a business,” one digital expert says
December 10
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Brandon Hoyles is manager of strategic planning and development at Blend.
December 10
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The $1.8 billion deal is expected to close in mid-2020.
December 10
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It was Ray Jay’s tech and in-house marketing agency that initially appealed to the team.
December 10
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“Tackling student debt is vital today if we hope to set employees up for long-term financial success,” says Scott Whatley, president of E-Trade.
December 10
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Jenna Obrycki Upgren, SPHR, SHRM-SCP, is the total rewards manager at Minneapolis-based
Bind On-Demand Health Insurance .December 10
