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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A unique mutual fund type is gaining ground with advisors, according to the FPA's newest survey. Advisors say the data points to a broader trend of planners shifting away from investment management.
June 6
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By far the most significant factor behind the jump in this month's Financial Advisor Confidence Outlook (FACO) was the outlook for the overall economy.
June 6
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Finding the right time to launch a registered investment advisory firm and the importance of building lasting client connections all play into advisor success.
June 6
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Ted Callahan is director of partnerships and strategy, QuickBooks Partners Segment, at
Intuit , where he focuses on further deepening Intuit's partnership and relationship with the accountant community.June 6
