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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Two new ETFs, the FIRE Funds Wealth Builder ETF (FIRS) and FIRE Funds Income Target ETF (FIRI), cater to the growing FIRE movement.
November 20
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Maryling Yu ("Mare") is vice president of marketing at CCC Intelligent Solutions, responsible for all aspects of marketing at the company, with a strategic focus on developing and retaining customers across the entire lifecycle and has over 20 years of marketing experience. Previously, she was the chief marketing officer for Backstop Solutions, a Chicago-based financial technology company. During her tenure, she played a key role in the company's growth, helping it double in size from 2016 to 2022 before its successful sale to ION Analytics. Mare specializes in B2B technology marketing and has also held senior level marketing positions at Sungard Availability Services and has consulted for many Silicon Valley-based technology companies.
November 20
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The group of 20 massive companies including Moneta, Chevy Chase, Evoke and Savant manage a combined $343.9 billion in assets under management.
November 20
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The printable PDF includes rankings based on the firms' AUM and includes number of employees, client accounts and financial advisors.
November 20
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Firms need the latest artificial intelligence-driven tools to capture the great wealth transfer's digital-first prospect base — but also the skillsets to effectively use them.
November 20
Datalign Advisory -
Whoever is named SEC chair by the president-elect is likely to take a lighter hand on crypto, AI and "regulation by enforcement."
November 19
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The division director of the northeast for Raymond James Financial Services shares how the group works with some of the biggest names in the industry.
November 19
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Experts say this acquisition will have far-reaching effects on the entire wealth management industry as a generational shift is underway.
November 19
