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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Pam identifies client goals and objectives, understands service requirements, and engages the appropriate people and resources to create an exceptional standard of client satisfaction. She works closely with internal functional teams to maximize communications of client needs and ensures all deliverables are attained as promised.
October 21
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The appointment comes less than a month after the former company head, Dan Arnold, was fired for failing to maintain a respectful workplace.
October 21
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The Federal Open Market Committee is expected to cut interest rates at its September meeting, which will also provide a new Summary of Economic Projections. Marvin Loh, senior macro strategist at State Street Global Markets, examine the meeting, the SEP and Fed Chair Powell's press conference.
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A lawyer for an 80-year-old claimant whose retirement accounts were drained says he's trying to force firms to do more to prevent scams.
October 21
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The revamped digital campaign, "Quite Possibly the Perfect Job," features new versions of static ads that appear on social media.
October 21
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Laura Arce is senior vice president for economic initiatives at UnidosUS, a Latino civil rights and advocacy organization, and an inaugural member of the Federal Housing Finance Agency Advisory Committee on Affordable, Equitable and Sustainable Housing.
October 21
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Christina Hupy is Vice President of HazardHub at Guidewire. Guidewire's HazardHub provides data, risk scores, and risk models to the P&C insurance industry.
October 21
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The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner.
October 21
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Financial Planning's annual awards honor advisor employees at both large and regional firms.
October 21
