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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On Monday, Marc Turansky began as head of investment advisory, a newly created role at Citi, which continues its quest to become the largest wealth manager in the world.
January 6
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The fast-moving RIA aggregator has been undergoing an internal reorganization since 2023 in a bid to consolidate the many firms it has scooped up over the years.
January 6
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Christian Geyer brings over 18 years of experience in driving revenue growth and transforming organizations in cyber, defense, and data governance. Known as a seasoned operator, he excels at implementing measurable change in industries burdened by inefficiency and high costs. In 2016, he led financial and strategic planning for Crypsis Group, significantly contributing to its acquisition by Palo Alto Networks in 2020, which deepened his expertise in cybersecurity, incident response, and data mining.
January 6
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Maya Kong is a vice president at JPMorgan Chase. She holds an MBA and an MS in computer science from the University of Chicago.
January 6
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Robert Daly was part of a star team that left Morgan Stanley in 2023 to join First Republic and has since been barred from the industry.
January 6
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Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.
January 6
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Sarah Daya is an executive director and the Central Division lead for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
She and her team are responsible for wealth planning, thought leadership and strategic planning for individual clients. Prior to joining J.P. Morgan Wealth Management, Daya worked for the Internal Revenue Service on complex estate, gift and fiduciary tax matters.
January 6
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Johnson said the massive bill would address issues such as border security, including money for the mass deportations of undocumented immigrants; and an extension of the 2017 Trump tax cuts.
January 6
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The vast majority of seniors surveyed about Social Security's COLA say the number should be as much as five times higher than the government is forking over this year.
January 3
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Experts in the finance and wealth management industries say AI saves time and helps synthesize large amounts of data, but technical and ethical limitations remain.
January 3
