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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It has been a banner year for regional BDs as more than 400 planners joined the fold, according to hiring data analyzed by On Wall Street.
December 9
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Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.
December 9
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After acquiring TD Ameritrade, Schwab’s custodial division would grow to about twice the size of its closest competitor.
December 9
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The gender gap is alive and well when it comes to career timeouts and savings often take the hit.
December 9
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Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategies
December 9
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The Wall Street executive founded three companies, including private-equity firm Lightyear Capital.
December 9
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At a meeting last year, the firm’s CEO discussed how behavior would be held to a higher standard than rank-and-file employees, people familiar with the matter said.
December 9
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