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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Bill Snyder is the Chief Executive Officer of Vivante Health, a leading digital digestive health company and sponsored benefit, and has over 15 years of experience in healthcare technology and leadership. Prior to Vivante Health, Bill built and led national sales efforts and led the health plan practice at Virta Health. Previously, he spent 11 years with Humana, serving in various leadership positions, including Vice President of the company's Greater Chicago region.
April 16
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Some planners and firms are taking action to address impending retirements. Here's why opening more pathways into the field matters to every company in wealth management.
April 16
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The Internal Revenue Service is extending tax relief on required minimum distributions from inherited retirement accounts not made in 2024 after providing similar relief in recent years.
April 16
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Pershing reported higher revenue in Q1 after a rough last year when clients fled due to First Republic's failure. Parent BNY Mellon's CEO Robin Vince said he feels 'very good' about Pershing.
April 16
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The Bank of America wealth management subsidiary joins Morgan Stanley and Wells Fargo in no longer divulging how many financial planners it has on the payroll.
April 16
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Morgan Stanley CEO Ted Pick downplayed the importance of government investigations into potential money laundering issues involving wealth management clients. "We've been focused on our client on-boarding and monitoring processes for a good while," he said.
April 16
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The firm's wealth management business saw strong new assets inflows in the first quarter, particularly from its business catering to family offices.
April 16
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Cash may feel safe on a visceral level, but it is not a risk-free asset in terms of preserving real value on a long-term portfolio.
April 16
Ullmann Wealth Partners -
Farzad Mostashari is CEO of Aledade – a public benefit corporation focused on keeping member primary care organizations, their patients and their communities at the center of every decision.
April 15
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Dan Mendelson is CEO of Morgan, the JPMorgan Chase & Co. business unit focused on improving the equity, quality and affordability of employer-sponsored health care in the U.S.
April 15
