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’s the sixth team to join JPMorgan Chase’s boutique brokerage in 2019.
October 31
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Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.
October 31
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Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.
October 31
Integrated Financial Partners -
Appetite for cyclical plays like financials has picked up as trade negotiations between the U.S. and China show signs of progress.
October 31
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Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.
October 30
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Melisa Galasso
Founder and CEO of Galasso Learning Solutions LLC
AICPA Technical Issues Committee MemberOctober 30
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When an unusual recruiting deal between Credit Suisse and Wells Fargo went awry, years of broker frustration, severe attrition and litigation followed. Also at stake: Up to $245 million in back pay.
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Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.
October 30
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Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”
October 30
