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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CEO Ted Pick said nearly half of net new assets Morgan Stanley brought in last year landed in fee-generating accounts — and that's right where he wants them.
January 16
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Trey Tagert is an adjunct professor of banking and financial services at Collin College. He is also the vice president of fair and responsible lending at HTLF Bank.
January 16
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Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse Financial Group Securities.
January 16
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Almost half of women say they will outlive their retirement savings, compared to 38% of men.
January 16
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Borja Perez is Vice President, Product Delivery, atCloudPay , the leader in global payroll and payment solutions. Perez began his career at PwC before working for other global organizations, including IBM and ADP. He has worked with CloudPay since 2020 and is presently involved in shaping the modern pay experience for the global network of businesses with whom the firm partners.January 15
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The regional giant reported $2.2 trillion in client assets last year, despite seeing its net new flows decline.
January 15
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The number of financial advisors at America's biggest bank dropped slightly from last quarter but was still up from last year.
January 15
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Citi wealth head Andy Sieg told employees that net new investment assets — which surged last year — are the division's "North Star."
January 15
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The BNY company unveiled an expanded custodial agreement with a large wealth management client in the fourth quarter, as asset values boosted its results.
January 15
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