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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Citi's head of wealth said the firm is already working with a quarter of the billionaires in the world through its private bank. Now it just needs them to entrust it with managing more of their money.
February 12
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Dimensional Fund Advisors' latest research adds to existing literature highlighting sometimes-overlooked downsides with the ongoing rush to low-cost ETFs and other products.
February 12
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Hester Pierce, a Republican SEC appointee, said industry watchdogs had previously been practicing regulation by enforcement with digital assets.
February 12
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Large banks are starting to disclose the compensation they awarded to their CEOs last year. Early signs point to a bounceback after CEO pay fell in 2023.
February 12
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The next CEO of Raymond James talks about how private equity ownership has made for some difficult marriages in wealth management, while a Morgan Stanley exec says asset outflows were unusually high last year.
February 11
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Prakash Vasant is CEO at
NeuralMetrics , a provider of generative AI technology featuring a suite of AI-powered risk-quality data products and agentic AI capabilities for commercial insurers and MGAs.February 11
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Cary Carbonaro provided a blueprint for wealth management firms and investors ahead of the looming transfer of tens of trillions of dollars in assets.
February 11
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With promises of potentially beating the market, actively managed ETFs can appear attractive to investors. But with higher fees and more potential volatility, are they worth it?
February 11
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Jason Allegrante is the chief legal and compliance officer of Fireblocks.
February 11
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With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital strategy to include women.
February 11
RFG Advisory
