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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Even a modest ceremony can cost thousands, with the price tag for destination weddings easily crossing into five-digit figures and higher.
August 29
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The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too.
August 29
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Industry groups see the new AML requirements as unnecessarily redundant and burdensome on small firms.
August 29
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Planners trying to help clients steer clear of momentary panic by investing for the long term will find instructive episodes that often involve sports.
August 29
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Leading wealthtech innovator Brian McLaughlin said he's stepping down as president of Orion Advisor Tech next month.
August 29
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Karen Buck is executive vice president and chief administrative officer of EagleBank. Her most recent roles include executive vice president — director of operations/contact center at Flagstar Bank in Michigan and executive vice president — commercial, retail/payment operations at TD Bank. Ms. Buck earned a Bachelor of Science with a concentration in finance and Spanish from La Salle University in Philadelphia. She has been recognized by South Jersey Biz Magazine as one of the 25 Women to Watch, NJBIZ Journal as one of the Best 50 Women in Business, the American Banker Most Powerful Women Team Award and Crain's Detroit 100 Most Influential Women.
August 29
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Atty Bruggemann, Esq. is a partner at
Dimopoulos Bruggemann P.C. , a matrimonial and family law firm based in Westchester County, New York that specializes in high-net-worth divorces.August 29
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Nuno Matos, once a contender to be chief executive, is leaving after nine years at the firm.
August 29
