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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Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.
May 4
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In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.
May 3
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When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.
May 3
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As Congress battles over shutdowns, Social Security's staff has dwindled to its smallest size in decades. For retirees, that means longer wait times and delayed benefits — but advisors can help.
May 3
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Scott Grushoff is the senior vice president of broker partnerships at Transunion.
May 3
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Citizens has been on a recruiting and acquisition tear in recent years. Tom Metzger, the recently appointed head of the bank's private wealth unit, says it's just the beginning.
May 3
