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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What's next for banks' wealth management aims? Ida Liu, CEO of HSBC's Private Bank, sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss her strategy , what her clients are asking for, and how technology is changing the role of the high-net-worth wealth advisor.
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The purchase will give Vanguard access to Altruist's custody platform and wealth management technology.
August 26
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Young financial planners weaned on sports betting and prediction markets must lose their quick-reward mindset to build long-term financial plans, says a professor at Rutgers Business School.
August 26
Rutgers Business School -
With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.
August 25
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Cogent Bank has tapped an industry veteran to lead a new unit focused on ensuring high-net-worth clients can smoothly transfer assets to their heirs.
August 25
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As clients consider when to claim Social Security, an advisor proposed a strategy to maximize tax-free retirement income using certain benefits and senior deductions.
August 25
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Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.
August 25
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John Gronen is the chief financial officer of
Yooz , a leader in the accounts payable automation space. With a strong background in finance and technology, he has played a pivotal role in driving Yooz's financial strategy and growth. He brings over two decades of experience in financial leadership, strategic planning and operational efficiency. Prior to joining Yooz, he worked in various executive roles, helping organizations scale through sound financial management and innovation. Passionate about the intersection of finance and technology, he is committed to enhancing business performance through automation and digital transformation. Outside of work, he is a strong advocate for fostering a culture of collaboration and continuous improvement.August 25
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Ronnee Ades is assistant professor of professional practice in the finance and economics department at Rutgers Business School. She teaches Portfolio Management: Active vs. Passive and Ethics in Finance to undergraduates and MBA candidates. Prior to Rutgers, she worked for market leaders such as Dow Jones, Bloomberg, FTSE and Markit.
August 25
