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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Rich Guerrini said the bank plans to expand its advisor ranks by about 50% as it targets mass affluent and other new clients with personalized branch-based service.
February 12
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The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.
February 12
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Eda Henries is founder and managing principal of Henries & Co. She is also one of 85,000 small-business owners in Small Business Majority's network.
February 12
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Delicia Reynolds Hand is senior director of digital marketplace at Consumer Reports.
February 12
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Having potential spouses on the same page regarding money before taking their vows can help stave off hurt feelings later.
February 12
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After nearly a century of trying, Washington state Democrats could finally pass an income tax — a move that would hit 30,000 or so top earners.
February 12
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The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke decumulation strategies and guaranteed lifetime income solutions.
February 12
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Contrasting his firm with private equity-backed consolidators, Paul Shoukry said Raymond James has the luxury of recruiting advisors who will stay for the long haul.
February 11
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Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.
February 11
