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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CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.
June 26
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From an accountant's perspective, the trade deficit isn't a sign of economic weakness. As with any financial flow, there are two sides to the ledger.
June 26
The Robert W. Plaster College of Business and Entrepreneurship of Lindenwood University -
LPL says its elimination of positions at Atria Wealth Solutions was always part of its plan to acquire the firm, drawing a sharp distinction with what it's doing with Commonwealth Financial Network.
June 26
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Heath Tarbert is president of Circle, the issuer of the dollar-denominated stablecoin USDC. He served as chair of the Commodity Futures Trading Commission from 2019-2021.
June 26
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As an aging cohort of financial advisors prepares for retirement, firms are scrambling for next-gen talent. Yet a new study found that few have developed a comprehensive succession plan.
June 26
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Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.
June 26
Don Connelly & Associates -
Jeremy Oswald is Human Resources Director at TruHearing, the #1 market share leader in hearing healthcare benefits. TruHearing and its partners are improving the hearing healthcare industry by making hearing healthcare affordable for more people than ever before.
June 25
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They can be illiquid, pricey and opaque, and some advisors say the performance doesn't justify the hype. Others say the assets can offer meaningful advantages.
June 25
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Experts from a Morningstar conference panel reveal the internal processes that could yield external success in the competition for attention and business.
June 25
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Vance Ginn is president of Ginn Economic Consulting, host of the Let People Prosper Show, and formerly chief economist of the first Trump White House's Office of Management and Budget from June 2019 to May 2020. He holds a doctorate in economics.
June 25
