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 pros and cons of giving discounted or free financial advice to those close to you.
April 16
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The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.
April 16
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Cathy Knepp leads HR at
Platform Accounting Group , a next-gen accounting firm with more than 900 employees. She is committed to creating better experiences for accountants through people-first policies and practices that support better work. She has a tenured career in financial services and more than a decade of experience in various areas of the accounting industry.April 16
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A corporate consultant turned financial advisor embraced a hybrid team structure to succeed in her new career.
April 16
Bloom Financial Associates, Thrivent -
Executives at Merrill's parent firm, Bank of America, told analysts in a call that nearly two-thirds of their wealth management clients now have banking relationships with the firm.
April 15
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The time has come! Here's how you can nominate a colleague — or yourself — for Financial Planning's Rising Star awards.
April 15
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Goldman Sachs CEO David Solomon joined JPMorgan's Jamie Dimon in a tie atop the executive compensation rankings for the industry's largest publicly traded firms.
April 15
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Citi's wealth division saw a nearly five-fold increase in new investment assets in the first quarter. CEO Jane Fraser said the firm has "real horsepower and firepower in our investment capabilities."
April 15
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David DiCristofaro is the Financial Services Line of Business Leader at KPMG in the U.S. In this role, he leads the firm's cross functional growth strategy across Audit, Tax and Advisory for Financial Services. David is currently a member of KPMG's Global Financial Services leadership team, and served on KPMG's Americas and US Board of Directors from 2018 to 2022.
April 15
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The industry rivals are back in court with fresh allegations that Ameriprise falsely warned its former clients that LPL misappropriated their account information.
April 15
