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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The colors of an advisor's logo, branding and even the clothes they wear can have a surprising effect on the conversion rate of their prospecting materials.
May 14
SmartAsset -
For the past three years, Leslie Norman, chief technology officer for Dynasty Financial Partners, has been working to help build infrastructure to house the data used in the firm's tech stack.
May 13
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The numbers on fraud, long-term care costs and aging in America are daunting. Here's how financial planners can help clients prepare.
May 13
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Peter Evans serves as the CEO of
Xtract One Technologies , a leading technology-driven provider of threat detection and security solutions leveraging AI to deliver seamless and secure experiences. He has over 25 years of experience leading organizations' digital transformation and innovation activities for customers in high-growth technology businesses. As a four-time high-tech CEO, Peter has demonstrated repeated success in driving revenue growth and accelerated profitability by delivering innovative solutions to target markets, and triggered multiple profitable liquidity events. Prior to Xtract One, Peter served as a senior executive at several technology and security companies, including IBM, where he was responsible for developing, delivering, and evangelizing the long cycle technical vision and strategy for their Internet Security Systems division. This includes security implications and strategies for Cloud, Telecom, and mobility.May 13
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A comprehensive but digestible look at the product of months of negotiations.
May 13
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The bank, which expanded into the U.S. last year by investing in KeyCorp, wants to provide wealth management to rich Indian immigrants, many of whom own businesses.
May 13
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Amid the tariff-related uncertainty, gold hit an all-time record of $3,500 last month as some advisors and clients look for hedges.
May 13
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Jaclyn DeJohn is the director of economic analysis at SmartAsset.
As a spokesperson for the company she has been cited by Bloomberg, CNBC, Business Insider, Fox News and The Hill, among other media outlets.
May 12
