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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The law will increase benefits for millions of retirees, but it's still not clear where the added funds will come from.
January 7
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Nicholas Takahashi stood accused of taking confidential information when he left for Raymond James last summer. But a federal judge said she saw no convincing evidence of illicit dealings.
January 7
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While not denying the benefits of PE backing, a subset of RIAs and wealth managers remain determined to go it alone.
January 7
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Even though some firms have been able to command top dollar selling themselves to large aggregators, plenty of variables are still helping to hold purchase prices in check.
January 7
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Krishnan Raghunathan is head of finance and accounting services at
WNS , a digital-led business transformation and services partner.January 7
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Every state levies property taxes, but some states have high or complex property tax structures, making them less competitive.
January 7
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Paul Boynton is co-Founder and COO of Company Search Incorporated (CSI), a next-generation platform for Business Intelligence and Business Analytics. Paul's expertise as a developer, implementer and provider of information emerged from decades of utilizing data-driven decisions servicing industry leaders, multinationals and SMEs in the corporate insurance space. Paul has been instrumental in the development, construction and marketing of the CSI platform, a vision and mandate to provide a powerful business intelligence resource for most disciplines in the business world.
January 6
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