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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Michael Bradley served as the senior vice president of models and analytics in the Freddie Mac Single-Family Acquisitions Division until he retired on July 1, 2024. Mr. Bradley received his Ph.D. in economics from the University of Illinois.
January 14
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A Tax Court ruling that limited partners in an investment manager must pay Uncle Sam could cause some restructuring across the industry, an expert said.
January 14
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Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset.
January 14
J.P. Morgan Wealth Management -
Leadership appointments and an influx of new crypto-friendly lawmakers suggest the 119th Congress could be the most fintech and crypto-friendly in years.
January 14
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With more than 20 years of experience in health care technology, including as co-founder of RedBrick Health (now Virgin Pulse), Kurt has held senior leadership roles focused on transforming health care and empowering individuals. Now as MOBE's Chief Commercial Officer, Kurt is committed to providing innovative solutions that engage members, improve health outcomes, and reduce costs for health plans and employers.
January 13
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Regulators have handed down more than $3 billion in penalties over employees' alleged failures to record business-related messages sent on services like WhatsApp.
January 13
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Regulators accused the online brokerage of failing to accurately report trades, comply with short selling rules and maintain proper books and records, among other things.
January 13
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Two brokers had sought an unspecified amount that they argued they were owed from when they worked at the Wall Street giant before departing for rival firms.
January 13
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Lawsuits before the Supreme Court and in lower federal courts across the country could further reduce enforcement powers at the IRS and the SEC this year.
January 13
