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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Experts say firms that seek to serve technology-savvy clients would do well to provide the digital tools they desire.
November 22
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Charles Meyer is the former Chief Legal Officer of Research In Motion Ltd. (now BlackBerry) and is a practicing attorney in Texas.
November 22
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President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.
November 22
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Fifth Third Bank also draws a big team from Truist, and Morgan Stanley from Merrill.
November 22
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Schwab currently offers crypto-linked exchange-traded funds and crypto futures.
November 22
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UBS is reducing pay substantially for sub-$750K producers and making smaller reductions for advisors on the higher end of the scale.
November 21
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The founder of Mitlin Financial said he has enjoyed the transition away from paper documents, traditional business cards and choosing each piece of his technology stack.
November 21
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PE brings a lot to accounting, but it's not for everyone, say experts at Accounting Today's PE Summit.
November 21
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Brendan Krebs moved into the top recruiting role in January with a pledge to bring in advisors for Wells' wirehouse, bank-based and independent channels.
November 21
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A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.
November 21
