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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Michael Bronstein is the president of the American Trade Association for Cannabis and Hemp, or ATACH, which promotes the expansion and protection of legal sales of cannabis and hemp for industrial, medical and adult use.
June 3
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Terry Mendez is the CEO of Safe Harbor Financial, a fintech facilitating financial services and credit facilities to the regulated cannabis industry.
June 3
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One sector that the bill is particularly positive for is real estate, experts say.
June 3
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The transition challenges were great, writes Kimberly Foss; the ultimate rewards for her and her clients, even greater.
June 3
Mercer Advisors -
Charles Clark is a motivational speaker, creator of the Thrive Planner, a bestselling author, and CEO of
Journey Speakers Bureau . Before becoming an international speaker, he was one of the fastest men in the world. He is a 3x NCAA National Championship and USA Track and Field Championships silver medalist. Now, as a mindset expert, Charles shows athletes, entrepreneurs, and companies how to win in life. Today, he teaches people how to use adversity to build greater strength, success, and fulfillment.June 2
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The decision comes as a victory for FINRA in a series of legal assaults meant to undercut the authority of self-regulatory organizations.
June 2
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A TIAA Institute survey found that the average U.S. adult cannot answer a majority of retirement-related questions. Financial advisors say that's a problem.
June 2
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Paul Algreen, the executive managing director and chief technology officer at Cresset Capital in Chicago, took the opportunity to turn the firm's tech stack from a "blank slate" to the scaling juggernaut it is.
June 2
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The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure
June 2
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