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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K. Dane Snowden initially joined the CFP Board as chief operating officer in 2023 and replaces outgoing CEO Kevin Keller.
January 21
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Total net new assets for the quarter totaled $158.2 billion, more than the $144 billion projected.
January 21
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As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.
January 21
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Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning begins, experts say.
January 20
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Roughly 100 employees — mostly in management — are expected to move to the wealth management unit's new headquarters in booming South Florida.
January 20
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A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers and those currently managing their own portfolios.
January 20
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Arjun Arora leads Strategic Finance for Bloomberg's quantitative investment products business. Previously, he spent nearly a decade in senior leadership roles at Citi.
January 20
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Many owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five to 10 years, a Raymond James study found.
January 20
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Joe Lau is a co-founder and the president of Alchemy, a blockchain developer platform.
January 20
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Billy Abrams is in Correspondent Business Development at AD Mortgage and is the CEO of IF Securities. Abrams has experience in commodity futures and options brokerage and trading, as well as in institutional fixed-income sales and trading. His product experience includes repo, treasury, agency, corporate, MBS and derivatives. Prior to joining AD Mortgage, for more than a decade, he worked exclusively with mortgage originators, helping them to hedge with TBAs.
January 20
