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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New CEO Rich Steinmeier depicted a firm that's conducting business as usual despite the turmoil in its upper ranks earlier in the month.
October 31
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Despite the increase in overall confidence, election anxiety has remained a potent force for financial advisors and clients.
October 31
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Chris Shafer is senior director of talent acquisition at
Platform Accounting Group , a collective of more than 35 local accounting firms across the United States.October 31
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Advisors must educate themselves on how climate-related risk can impact the lives, portfolios and net worths of their clients — and communicate those risks accordingly.
October 31
Mercer Advisors -
Marcy Klipfel is the Chief Engagement Officer at Businessolver, a leading benefits administration technology platform. There, she oversees recruiting, training, compensation, benefits, succession planning, organizational design, compliance, performance management, and driving a high-performance culture. Annually, Businessolver conducts the State of Workplace Empathy Study with a national audience of CEOs, HR leaders, and employees. Learn more at
www.businessolver.com/workplace-empathy .October 30
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According to Financial Planning's research, most registered Republicans polled seem to have aligned their personal and business interests, while registered Democrats were nearly evenly split.
October 30
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Dimple Shah, Osaic head of corporate strategy, said she and other executives expected some advisors to leave during the firm's "Journey to One" and that attrition has been mostly in line with expectations.
October 30
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Allen Puwalski is the managing partner & CIO of Cybiont Capital and a member of the board of Flagstar Financial. He has previously served as chief of bank analysis at the FDIC's Division of Insurance, led the global financial team at CFRA and was a financial sector specialist at Paulson & Co. He is a chartered financial analyst.
October 30
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Both presidential candidates' plans would balloon the country's debt by trillions. Here's how that could affect the economy and make VC investments even more attractive.
October 30
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Swiss bank UBS reported a jump in wealth management revenues in the third quarter as profits soared higher than analysts expected. Still, CEO Sergio Ermotti warned of an economic soft landing and uncertainties in the U.S. presidential election.
October 30
