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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From classic standbys of business and finance to motivational self-help to modern fiction and more, check out 15 books that helped financial advisors in their practices this year.
December 30
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The iShares Bitcoin Trust (ticker IBIT) smashed industry records in its launch year of 2024.
December 30
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Steve Novak is the Senior Director of Accountant Partnerships at Navan, where he leads the company's efforts to help accounting firms transform their CAS practices through technology automation. Previously, he spent over six years at BILL, holding key leadership roles, including Senior Director of Business Partnerships and Senior Director of Accountant Partnerships. During his tenure, he played a crucial role in expanding BILL's Accountant partner network, driving adoption of its payment management platform. Prior to his time at BILL, Steve held various roles at BlackLine, XCM Solutions, and Thomson Reuters.
December 30
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Patrick is the founder and CEO of Sidecar Health. He has more than 20 years' experience in sales, marketing, product, and engineering with both public and private companies. Prior to Sidecar Health, Patrick was Chief Executive Officer at Katch, a leading online enroller of consumers in individual health plans. Patrick was also part of the founding management team at QuinStreet, (QNST), an executive at BEA Systems (BEAS), and a consultant at McKinsey & Company.
December 29
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Richard "Dick" Parsons, the former Citigroup chairman who died Thursday, is credited with helping the New York megabank survive the financial crisis. Earlier in his career, he led Dime Savings Bank out of the savings-and-loan crisis.
December 27
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Experts say the playing field has fundamentally changed as fractional ownership and other paths to access make alternative investments increasingly available.
December 27
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More than five dozen stories from the past year reflect an era of building controversy and pushback amid ongoing efforts to remove barriers and promote careers.
December 27
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Fifth Third Wealth Advisors President Eric Housman thinks his bank's $2 billion advisory practice still occupies a distinct position in the industry. But it's not likely to stay that way.
December 27
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From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.
December 27
