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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Financial planners can help clients navigate homeownership and other significant purchases in the wake of the Fed's revised rate-cut projections.
May 28
Toews Asset Management -
Accounting needs to evolve in order to face a new reality.
May 24
OLarry -
Nervous investors often ask how the presidential election will affect their portfolios. New research offers a simple way to reassure them: Look at the numbers.
May 23
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Kellie Johnson is SVP for the Americas at payments modernization specialists RedCompass Labs. Kellie previously worked at Payments Canada, Citi, Finastra and National Bank of Canada and has over 20 years of experience in payments with a focus on business development, strategy and product management.
May 23
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Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.
May 23
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The Internal Revenue Service doesn't collect data on taxpayers' race or ethnicity, but some of its methods could lead to disparities in its audit rate.
May 23
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Anne Maltese is the Director of People Insights at
Quantum Workplace . She is passionate about making work better every day by coaching organizations on how to design engaging employee experiences that drive business success. Before joining Quantum Workplace, Anne was a consultant at Gallup, working with organizations to solve their most pressing business problems. Anne has a master's degree in I/O Psychology from the University of Akron and nearly two decades of experience specializing in employee engagement, performance management, and workplace cultures.May 23
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Martin Taylor is the co-founder and deputy CEO of
Content Guru , a global cloud communications and customer experience technology provider. Martin's responsibilities include product innovation and strategic market development.May 23
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As incoming president of Raymond James & Associates, Tom Walrond will seek to build on his firm's reputation for stability and advisor choice.
May 23
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The elimination of "staking" and associated yields tamp down enthusiasm for the products.
May 23
