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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Martin von Haller Grønbæk is a partner and fintech specialist at international law firm Bird & Bird.
September 19 -
Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.
September 19
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A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.
September 19
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A task force will issue recommendations to shore up the disciplinary process ahead of the board's November meeting. Here’s what advisors need to know.
September 19
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The strategies will invest in corporate bonds and large companies that issue high dividends, or have a growth or value tilt, documents show.
September 19
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Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.
September 18
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Jason Mutarelli, CFA, is senior vice president of Valuation Research Corporation (VRC) and specializes in business valuations, valuations of intellectual property, and solvency and fairness opinions. He can be reached at
jmutarelli@valuationresearch.com or 609-243-7012.September 18
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The firm has argued that a demand for emails and other records by the agency earlier this year was unduly burdensome.
September 18
