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 group of 20 massive companies including Moneta, Chevy Chase, Evoke and Savant manage a combined $343.9 billion in assets under management.
November 20
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The printable PDF includes rankings based on the firms' AUM and includes number of employees, client accounts and financial advisors.
November 20
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Firms need the latest artificial intelligence-driven tools to capture the great wealth transfer's digital-first prospect base — but also the skillsets to effectively use them.
November 20
Datalign Advisory -
Whoever is named SEC chair by the president-elect is likely to take a lighter hand on crypto, AI and "regulation by enforcement."
November 19
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The division director of the northeast for Raymond James Financial Services shares how the group works with some of the biggest names in the industry.
November 19
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Experts say this acquisition will have far-reaching effects on the entire wealth management industry as a generational shift is underway.
November 19
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Todd Whalen , founder ofAdvanced Tax Solutions , is a CPA and Certified Tax Resolution Specialist. Licensed in Colorado, he represents clients nationwide before the IRS. With a Master of Taxation from the University of Denver, he specializes in resolving complex tax issues for businesses and individuals.November 19
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Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.
November 19
