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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When the going gets stressful, the stressed can go AWOL, leaving the advisor in limbo.
September 20
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Deciding what does or doesn’t constitute a “material change” can be a tough call.
September 20
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L. Stephen Bowers, Counsel at White and Williams LLP. Founded in 1899, White and Williams LLP is a global-reaching, multi-practice law firm with over 240 lawyers in ten offices.
September 20
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"Asset managers, like many businesses today, are being asked to do more with less," an executive says.
September 20
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Parents are advised to take advantage of charitable and nonprofit support programs when preparing for the future of a special needs child.
September 19
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The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.
September 19
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The solo practitioner is becoming an endangered species as firms concentrate on tailoring tech for mega teams.
September 19
Mark Elzweig Co.
