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 IRS warned about bad advice that's being peddled on social media promoting a bogus "Self Employment Tax Credit" and prompting unsuspecting taxpayers to file false claims for the credit.
July 15
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Vidya Balakrishnan is GM and VP of Financial Services at ServiceNow. She is an experienced technology and business leader with deep knowledge of CRM, process automation, and financial services technologies. She is responsible for product and solution strategy for Financial Services customers globally.
July 15
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The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.
July 15
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The company celebrated its 25th anniversary as a public company with net earnings of $700 million in its wealth unit. The profits were an improvement from its losses last year.
July 15
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With a profit margin of 46% in the business segment and new converts using the firm's technology, BNY CFO Dermot McDonough said the company is in good shape.
July 12
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Olga Collins was appointed CEO of Worldwide Broker Network (WBN) in April 2021 after becoming their youngest ever board member when she joined in 2019. Under her leadership, WBN has grown to become the largest independent broker network in the world, with 150 members across 100 countries and a combined revenue of $14 billion. Olga has worked in global business for 25 years, is a member of the prestigious invitation-only C-Suite female network 'Chief' and recipient of multiple industry awards.
July 12
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Citi's CEO Jane Fraser assured investors Friday that the megabank was on the rebound from a corporate restructuring and regulatory actions.
July 12
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The megabank saw a 15% increase in assets under management in its wealth management division in the second quarter.
July 12
