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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“I do not meet anyone in person and that's intentional,” says one financial advisor.
October 3
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It's a hard truth that minorities and women are not well-represented in the financial planning industry. It's also a business problem.
October 3
Utah Valley University -
Luke Dean is the CFP program director for the personal financial planning degree program at Utah Valley University. It is the largest undergrad financial planning degree program in the U.S. Prior to coming to UVU, Luke started the financial planning degree program at William Paterson University in New Jersey. At UVU, Luke helped the degree program grow almost 300% in student numbers in 5 years and worked with student teams to win national competitions. The program has an over 90% job placement rate.
October 3
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An incentive program allows employees to receive as much as $7,200 over three years.
October 3
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Phillip Mitchell, CFA, CPA, is president of
Kroon & Mitchell , an integrated tax and investment firm in Grand Rapids, Michigan. He has written for publications including Grand Rapids Business and Small Business Association of Michigan.October 3
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The loss in commission revenue could force consolidation, according to a Fitch Ratings report.
October 3
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Michelle Jackson is assistant vice president, regional market development at Unum, with an extensive background in workplace well-being issues.
October 3
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The cost savings of peer-to-peer trading could prove appealing in a world where profits are being squeezed by a race to the bottom on fees.
October 3
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Greg Poulakos is the president of life, disability and supplemental health, specialty businesses at Anthem Blue Cross Blue Shield.
October 3
