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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Even though Citizens lost its bid to acquire First Republic in 2023, it has recruited frequently from the now-defunct regional bank.
December 5
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Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.
December 5
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The inheritance expected from baby boomers to younger Americans keeps getting bigger. One research group's estimate is already 45% higher than it was three years ago.
December 5
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The recruits, formerly managing $885 million at their previous firms, are expected to push Concurrent's asset total to $9.7 billion.
December 5
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