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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An aging advisor base, continuing consolidation in M&A deals and shrinking organic growth are causing teams to consider changes, J.D. Power said.
July 10
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The arbitration award comes amid the industry's aggressive push to make sure departing wealth managers pay back money owed on recruiting loans.
July 9
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GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.
July 9
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The Government Accountability Office recently found that some populations may be getting selected for IRS audits at a higher rate than others.
July 9
Government Accountability Office -
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As a flood of supply drives prices lower, many investors are rushing in to buy the cryptocurrency at a discount.
July 9
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Estate attorneys are creating trusts to extend wealth until people who get cryonically preserved can be revived — even if it's hundreds of years later.
July 9
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The fate of hyperrealistic advisor bots depends on many factors — including the validity of a phenomenon dubbed the "uncanny valley" effect.
July 9
GeoWealth -
Mark Kingsriter is the fitness director for Wellbeats Wellness, a product of LifeSpeak Inc., the premier solution for on-demand, virtual wellness classes and programming for businesses, health plans, and other organizations. Wellbeats Wellness gives people of every age, interest, body type, and ability level the same opportunity to live a healthier life.
July 8
