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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Ari Brojde is the co-founder and CEO of
Estateably, an estate, trust, and incapacity accounting & administration software used by over 1,000 firms across North America. He is an estate planning expert with a Certificate in Trust and Estate Administration and is an executor advisor designate of the Canadian Institute of Certified Executor Advisors.May 2
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Wealth management startup Altruist raised $169 million, topping a valuation of more than $1.5 billion.
May 2
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The self-regulator has stressed a shift away from mere compliance and toward active self-surveillance to uncover improper off-channel messaging.
May 2
Mirrorweb -
Here's what advisors at the $2 million production level can expect to earn at large and regional firms
May 2
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Donna Bungard is a senior marketing accessibility program manager at Indeed. Donna holds international certifications in accessibility and management, and is pursuing a MS in Global Technology and Development. She is part of the larger disabled community. At Indeed, Donna helps teams infuse disability inclusion into the DNA of all we do.
May 1
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Back in December 2023, Wall Street was hoping for rate cuts early and often. But as of May 2024, "higher for longer" seems to be the new policy — at least for now.
May 1
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The merger "will fundamentally transform the RIA ecosystem," tru CEO Craig Stuvland says.
May 1
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