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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There are times when vendor contracts must come to an end, particularly as new technology providers enter the market. CEOs offer tips for ending a vendor relationship and what to put in contracts to protect data in a breakup.
June 18
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Zor Gorelov is a senior advisor at Klaros Group, where he focuses on helping clients deploy and manage technology solutions, with a particular focus on generative AI. He is a successful entrepreneur with more than 25 years of experience in the software industry.
June 18
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Monica McCorkle, Director of Health Coaching and Nutrition Health Services with Marathon Health has been in the prevention, health and wellness field for most of her adult life. As a registered dietitian nutritionist, certified diabetes care and education specialist, and nationally board-certified health and wellness coach with extensive leadership experience, she provides support and subject matter expertise for Marathon Health's wellness coaching team, as well as the RDN/HWC LevelUp, Weight Management and Diabetes Management products.
June 18
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An industry recruiter notes that many wealth managers who switch firms receive money from their new employer to cover forfeited deferred compensation.
June 18
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Vanguard found that baby boomers' retirement outlook has improved, and here's why.
June 18
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Chris Stephenson is managing director of intelligent automation and AI at
alliantgroup and was previously a managing principal at Grant Thornton. He uses his 25+ years of entrepreneurial and consultative experience across various sectors to help small and midsized businesses implement the latest AI solutions.June 18
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Cara Houser is a career transition coach, and author of Burned Out to Lit Up: Ditch the Grind and Reclaim Your Life.
June 18
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Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.
June 18
Deane Wealth Management -
Recent research may suggest private credit doesn't produce great returns after fees and risks are taken into account, but wealth managers still see a case for using it and other alternatives to move beyond the 60-40 portfolio.
June 18
