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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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
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The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.
February 11
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Sean Snaith, Director of the Institute for Economic Forecasting at the University of Central Florida, will provide insight into the FOMC meeting.
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Mike Wang is a partner at Building Impact Partners, working with philanthropists and social entrepreneurs to make a lasting impact on the world's most pressing problems. He has worked in nonprofits and public policy roles for over 20 years, holding senior leadership positions at organizations including Teach For America, the Philadelphia School Partnership and the State of Louisiana. He also coaches senior leaders from all backgrounds to unleash their full potential.
February 11
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Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.
February 11
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John Palmer, a partner in Orrick's San Francisco office, focuses his practice on financing for cities, counties, community college districts and school districts.
February 11
