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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Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.
March 27
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Matt Gilbert is VP, employer brand strategy at Appcast, the leading recruitment marketing platform powered by programmatic. With nearly 20 years of industry experience in employer brand, EVP and recruitment marketing. Matt is a recognized thought leader, industry speaker, and innovator, having developed and activated over 350 employer brand programs since entering the field. He and his teams have earned numerous industry awards in employer branding and other B2C areas. Matt is a sought-after employer brand expert and has worked with numerous notable organizations in employer brand such as Expedia Group, Disney Cruise Line, PepsiCo, Nike, Tyson Foods, Carmax, Pfizer, Aramco, Lockheed Martin, HCA, Conagra, Gallo Winery, Hanes Brands, American Red Cross, the ASPCA, Condé Nast, Amtrak, JPMorganChase, PayPal and more.
March 26
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Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate itself from the pack.
March 26
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Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.
March 26
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Natasha Brown is an implementation training manager with AP automation provider
Yooz and a dedicated board member of the Accounting and Financial Women's Alliance. With over 24 years of expertise in contract and financial operations, SaaS software and B2B products, her ability to develop and lead cross-functional teams has made her a trusted expert in the field.March 26
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Dan Zhou, Ph.D., is an assistant professor of accountancy, and co-coordinator of the Gies Business Research Lab, at Gies College of Business at the University of Illinois Urbana-Champaign.
March 26
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Mark Peecher, Ph.D., is the executive associate dean of faculty and research, and Deloitte Professor of Accountancy, at Gies College of Business at the University of Illinois Urbana-Champaign.
March 26
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Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio strategy based on the client's gender.
March 26
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For clients facing an unexpected federal job loss, here's five tangible ways financial advisors can provide guidance.
March 25
