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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At the forefront of AI invention and integration, the inaugural Innovation Award winners use wealth management technology to benefit their clients — and their bottom lines.
October 1
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David Stinnett is principal, head of strategic retirement consulting at Vanguard.
September 30
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J.P. Morgan Asset Management's automated tax services platform, 55ip, has rapidly expanded with partners including BlackRock, Fidelity and Raymond James Financial as demand to manage client taxes accelerates.
September 30
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Advisors suggested emphasizing that investment management and financial planning work hand in hand.
September 30
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The 17-person Canell Group joins Wells Fargo's offices in New York.
September 30
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Do you have three buckets handy?
September 30The Stanek-Haack Group of Morgan Stanley -
Peter J. Haack, CFP, CIMA, is senior vice president/financial advisor of
The Stanek-Haack Group of Morgan Stanley . Reach him at (847) 260-9533 orpeter.haack@morganstanley.com .September 30 -
A pair of wealth managers stand accused of allocating trading gains to themselves and losses to their clients in a way that had "nearly zero" chance of happening at random.
September 30
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