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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These seven financial advisors — career changers, innovators and community leaders — are changing wealth management. Here are their stories.
September 24
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Best practices for each option can make the difference between success and stagnation in a growing advisory firm.
September 24
Advisor360° -
Our annual list of the 25 most powerful women in finance.
September 24
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The court filings seek to overturn two injunctions federal courts imposed after finding the Department of Labor's new conduct standard is too similar to a previous one vacated in 2018.
September 23
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PureFacts Financial, a revenue management platform for wealth managers, is diving deeper into AI tools to help detect revenue streams beyond the typical fee-based structure.
September 23
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The broader tech sector makes up around one third of the S&P 500.
September 23
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Four financial advisors and other experts speaking at last week's Future Proof conference shed light on the intersection of the wealth and accounting fields.
September 23
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Mark Detrick co-founded Capio in 2008 and has been the chief executive officer since 2013, previously serving as the chief financial officer.
September 23
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Kaplan rose though the municipal finance department to become one of the first handful of female partners at Goldman Sachs in 1990.
September 23
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Those aged 25 and younger have an average 401(k) balance account of $7,351 and a median balance of $2,816.
September 23
