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 incoming GOP majorities in the House and Senate mean Trump can enact a tax bill without making concessions to Democrats.
November 15
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Large-cap funds are generally defined as those that invest in companies with over $10 billion in market capitalization and are often considered safer than small-cap funds.
November 14
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Experts have amassed a wealth of resources and evidence to help financial advisors adapt psychological methods to their practices when onboarding customers.
November 14
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John Turley-Ewart is a regulatory compliance consultant and Canadian banking historian.
November 14
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Consolidation may be a prevailing industry trend. But the founders of a Chicago-based RIA see no reason to join a large aggregator.
November 14
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ESG was seen as a counter Trump's presidency eight years ago. The story has changed.
November 14
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John Toman is co-founder and chief product officer of
Pivot Payables , a fintech company delivering corporate financial operations solutions. With a history of developing accounts payable automation and business to business payment solutions, Toman is a pioneer in applying AI, blockchain and virtual credit cards to improve financial operations. He writes about all things AP in his blog, "The Payables Guy."November 14
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Austin Aten, ACAS, is head of cyber pricing at Coalition, where he leads the actuarial pricing team and is responsible for designing and optimizing data-driven pricing strategies and models. Collaborating closely with Coalition's in-house, industry-leading security experts, Austin and his team have successfully crafted comprehensive cyber pricing solutions, ensuring continued effectiveness in today's ever-changing risk landscape. Before joining Coalition, Austin worked at Great American Insurance Group within the Corporate Actuarial Division. Austin has spent over 10 years in the P&C insurance industry. He graduated from the University of Cincinnati with a bachelor's degree in mathematics, statistics, and actuarial sciences.
November 14
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There's financial outlay and risk, but the rewards of investing in a well-run, growth-minded advisory firm can be huge.
November 14
Abacus Wealth Partners
