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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Cathy Rowe, CPA, CA, is director of technology product management for audit solutions at
Wolters Kluwer .September 25
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The $42 billion RIA buys a low-fee 401 (k) provider.
September 25
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The new advisors have joined the firm from rivals including Wells Fargo and Morgan Stanley, according to an internal memo.
September 25
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Cash flow has subsided and market conditions have changed since the fund was closed to most new accounts in 2016.
September 25
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Gurinder Ahluwalia, CEO of 280 CapMarkets, outlines new bond-trading infrastructure for wealth management, along with his argument for why fears of PE capital are unfounded.
September 25
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Former Envestnet executives partner with investment group to launch new consulting firm.
September 25
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Savings in mutual funds, annuities and other products from banks are not covered by insurance.
September 24
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“If retention is an important factor for an employer, financial wellness is quite worth the investment,” one benefits consultant says.
September 24
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Their answers to these queries reveal unconscious beliefs that undermine their planning — and yours.
September 24
Wealth Logic
