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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Wells Fargo and other large wealth managers have been under scrutiny from plaintiffs' lawyers and regulators for the returns they pay on uninvested cash. It hardly mattered for Wells' bottom line last quarter.
January 15
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The Pentagon agreed to create streamlined processes for those discharged under "Don't Ask, Don't Tell" to apply for new military records.
January 15
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Cory Teller is a principal with
UHY , providing project and change management and operational excellence solutions.January 15
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An airline's 401(k) fund used BlackRock as its asset manager. The case could open the floodgates.
January 15
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Cash flow, tax bracket and timing of distributions will determine whether pretax or post-tax treatment of retirement savings makes more sense.
January 15
Quotient Wealth Partners -
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Michael Nathanson, CEO of the RIA aggregator, envisions a day in the not-distant future when firms like his will sit on $1 trillion or more in client assets.
January 14
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These and other issues were the topics of the "2025 Markets & Economy Outlook" webinar Monday with Fidelity Investments.
January 14
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Douglas McManus served as director of financial research in the Office of the Chief Economist at Freddie Mac until he retired on July 9, 2024. Mr. McManus received his Ph.D. in economics from the University of Pennsylvania.
January 14
