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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The Internal Revenue Service issued final regulations on consistent basis reporting between an estate and a person acquiring property from a decedent.
September 17
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Anastasia Su is a marketing specialist at Synder. As a content creator and Synder expert, she focuses on integrations between accounting software such as QuickBooks and Xero, and various payment platforms and online marketplaces, including Stripe, Shopify, and Amazon.
September 17
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Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America's investment bank, Merrill and the firm's private bank.
September 17
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Demand from retail investors for the closed-off securities has boomed, with private markets now worth more than $13 trillion.
September 17
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The firm raises its predictions after finding that fewer customers are shifting cash in pursuit of higher yields.
September 17
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Kathleen Greer is the founder of KGA, Inc., a leading provider of Employee Assistance and Work Life Programs. Kathy's career has been dedicated to reducing the stigma of mental health by delivering innovative wellbeing programs that address the challenges faced by employees and managers. As a senior advisor to the National Behavioral Consortium, Kathy continues to champion the work of top-tier EAPs across the country.
September 16
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Stephen T. Romano is the founder of Romano Strategic Communication and has more than 25 years' experience developing branding, messaging, and marketing communications programs for American Express, Honeywell, Keurig, MIT, Texas Medical Center, KGA, Cleveland Clinic, Hewlett-Packard, the Smithsonian, and other leaders. His articles have appeared in Newsday, The Boston Herald, People Magazine, EBN, and various trade and industry publications.
September 16
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Edward Jones is also lowering its fees on certain asset ranges and seeing faster-than-expected adoption of the MoneyGuide investing systems.
September 16
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Jason D. Turner is the Founder, President, and Chief Executive Officer of Venbrook Group, LLC. He is responsible for corporate leadership of the risk management, insurance and reinsurance broking firms, as well as developing and implementing core strategy, building infrastructure, and establishing the Venbrook vision and values systems. From modest origins as the sole proprietor of a retail brokerage, Turner has led Venbrook through a series of successful transitions and acquisitions.
September 16
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Three executives shared best practices around compensation in the fight to recruit, retain and support planners and other key employees.
September 16
