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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There are 20 states that have sovereign wealth funds, generally funded by commodities or land, that might serve as models.
February 4
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The can-do work ethic of the firm's northeast divisional president took him across the country multiple times — and to the top of the profession.
February 4
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A new survey from Prudential predicts how the new generation's future will look, and what kinds of financial challenges this will create.
February 4
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JPMorgan, along with Charles Schwab and a New York-based RIA, stand accused of not doing enough to prevent the son of an 84-year-old widow from stealing his mother's life savings.
February 3
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Advisors who volunteer their time say they are better able to relate to clients when they actively listen, avoid assumptions and feel with their clients, not for them.
February 3
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Ekine Akuiyibo is the Chief Operating Officer at Socotra, where he oversees field engineering, product delivery, partnerships, training, and support. Prior to Socotra, Ekine spent 15 years in enterprise software development, sales, and services at Sun Microsystems, BAE Systems, and Oracle.
Most recently, Ekine worked on large scale ML problems at Oracle. He holds a PhD in Electrical Engineering from Stanford.
February 3
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Minas Kourouglos is Vice President of Mergers and Acquisitions at Trucordia. He has served in that role for five years, having executed nearly 100 transactions ranging from $5M - $100M+ in valuation. Prior to Trucordia, he was the Managing Principal of a commercial insurance agency that sold to Trucordia in 2020. Before the insurance industry Minas spent over 10 years as a management consultant servicing multiple industries. Minas has an MBA from Virginia Commonwealth University and a BS from the University of Richmond.
February 3
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At least one rule enshrined by President Biden's administration appears safe under President Trump's team. Here's how a 2019 law changed taxpayer disputes.
February 3
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Regulators can still conduct informal investigations but need higher-up permission to issue subpoenas for testimony or documents.
February 3
