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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Jonathan Jacobs is the global financial services industry leader at Duff & Phelps, with more than 30 years of experience in financial consulting.November 12
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The firm has picked up 19 advisors and opened six offices this year.
November 12
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Denika Tokunaga says breaking into the profession can be difficult if you don’t fit into the traditional image of a financial advisor. Here’s how she did it.
November 12
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The metal’s price has dipped from its high in September amid a raft of good news that has boosted investors’ risk appetite.
November 12
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Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”
November 12
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The Reverence Capital Partners-backed network would expand into nine subsidiary brands with 11,500 advisors under the deal, taking the selling firm private.
November 11
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The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.
November 11
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Michelle Canaan is the manager of insurance research for the Deloitte Center for Financial Services.
November 11
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Kelly Cusick is a managing director with Deloitte Consulting LLP in Chicago and advises insurance clients on transformational initiatives related to their underwriting, product management and actuarial functions.
November 11
