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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Quanative analysts are trying to learn whether private equtiy and similar vehicles can offer alpha — or a consistent ability to beat benchmarks like the S&P 500.
November 11
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Market jumps tied to Trump's presidential election win have Goldman Sachs' David Solomon and JPMorgan's Jamie Dimon in line for tens of millions of dollars in bonuses.
November 9
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Cetera also announces the retirement of its longtime CEO at the end of the year.
November 8
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Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.
November 8
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Regulators say Invesco felt pressure to overstate its investment support for environmental, social and governance causes for fear that hundreds of billions in AUM would walk out the door.
November 8
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Women clients tend to seek advisor referrals from other women and prioritize long-term planning, an Edward Jones study indicates.
November 8
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The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who argue the guidelines are insufficient.
November 8
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Edward Jones' 2024 winning streak continues. In the third quarter, the firm's advisor headcount expanded and its net revenue rose by double digits.
November 8
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Neela Hummel is CEO of Abacus Wealth Partners, a certified B Corp RIA that manages over $3 billion.
Starting as an unpaid intern in 2009, she has helped grow a firm that helps clients align their investments with their environmental and societal values. She is an award-winning industry speaker, author and purpose-driven business evangelist.
November 8
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Henry Yoshida is founder CEO and co-founder of Rocket Dollar.
He is a successful entrepreneur, CFP practitioner and licensed real estate agent. Previously he founded venture capital-backed robo advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs); was the founder of MY Group (acquired by CAPTRUST), a $2.5 billion assets under management investment firm; and was a vice president at Merrill Lynch.
November 8
