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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Mark Wiseman, global head of active equities and frontrunner to succeed CEO Larry Fink, said he failed to disclose a consensual relationship with a colleague.
December 5
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Mergers and acquisitions involving wealth advisors and brokers reached a seven-year annual high in November, according to data compiled by Bloomberg.
December 5
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Robin Gelburd, JD, is the President of
FAIR Health , a national, independent nonprofit organization with the mission of bringing transparency to healthcare costs and health insurance information. FAIR Health possesses the nation’s largest collection of private healthcare claims data, which includes over 29 billion claim records contributed by payors and administrators who insure or process claims for private insurance plans covering more than 150 million individuals. Certified by the Centers for Medicare & Medicaid Services (CMS) as a national Qualified Entity, FAIR Health also receives data representing the experience of all individuals enrolled in traditional Medicare Parts A, B and D; FAIR Health houses data on Medicare Advantage enrollees in its private claims data repository. Robin is a nationally recognized expert on healthcare policy, data and transparency.December 5
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Vesting schedules applies to the type of money, not on the exact amount that was deposited, according to an expert.
December 4
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“There’s less performance chasing than you saw in the past, and that’s a positive thing,” an expert says.
December 4
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It’s the second biggest move in 2019, and includes an advisor featured in On Wall Street’s Top 40 Under 40.
December 4
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Dr. Karoline Hilu is the chief strategy officer of
Crossover Health , the company that provides near-site and on-site clinics for several Fortune 100 companies including HP, Visa, ComcastNBCUniversal and LinkedIn.December 4
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The announcement is part of an ongoing mashup of financial services. The target audience? The customers of traditional banks.
December 4
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The fund gained 22% last month, beating more than 1,970 rivals.
December 4
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Helping clients develop a solid investment strategy is an important step to help them survive market volatility.
December 3
