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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Firms like Merrill, Morgan Stanley and Morningstar are finding ways to use AI to calm the storm of economic and political uncertainties
August 8
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The litigation comes amid heated debate over a Department of Labor rule meant to prevent excessive fees on sales of insurance products.
August 8
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Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.
August 8
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Clients have several options to tackle this unpleasant topic, but for advisors, the best time to start the discussion is now.
August 8
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Jennifer Smith is VP of Life Product Strategy at Sapiens, responsible for the direction and roadmap of Sapiens' digital suite of core solutions and eco-partners that support L&A insurers in the North American market. She started her career working for a large life carrier for several years and then moved into the software side. Prior to joining Sapiens, Jennifer held positions at EDS SOLCORP (now DXC Technology), SunGard, and Majesco, focusing on life insurance systems transformations and business process optimization for nearly 25 years.
August 8
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Niranjan "Ram" Ramaswamy is vice president and general manager of the embedded fintech & banking hub in Fiserv's Banking Division.
August 8
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In 2012, Walz said at the time he did not own any stocks himself. More than a decade later, he still doesn't.
August 8
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Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.
August 8
The TOLI Center East -
A founder of Harbor Lights Financial Group said he and his partners scouted possible private equity buyers and decided LPL was the best option for preserving their firm's legacy.
August 8
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Firms developing new digital tools like schedulers and AI note-takers are finding that starting out simple saves time and generates adoption.
August 7
