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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Financial Planning's annual awards honor advisor employees at both large and regional firms.
October 21
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James Gorman will help lead the search for a new Disney CEO to be appointed in 2026.
October 21
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Sam Deleo is director of content marketing for Tucker Advisors, a Colorado-based national marketing organization and leading wholesale distributor of annuities and life insurance products to top independent agents nationwide.
October 21
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Amy Young leads Microsoft's industry advisory efforts in the wealth management sector.
With a 30-year career spanning equity research, management consulting and business development, she helps the world's largest firms harness the latest technology to achieve their business goals and democratize access to advice.
October 18
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While these generated a flood of initial interest, broad adoption of these digital assets in portfolios will take some time.
October 18
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LPL Financial also pulls advisors from Raymond James, and Raymond James draws from Merrill. Osaic meanwhile appoints a chief financial officer.
October 18
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So far, around 150 federal disaster declarations have already been announced for 2024, involving 44 states, two territories, and half a dozen Native American tribes or bands.
October 18
Wolters Kluwer Tax & Accounting -
In court response, LPL warns victory for Ameriprise would "chill" advisors' ability to move from one independent broker-dealer to another.
October 18
