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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It's that time of year again. Here's how to nominate a colleague — or yourself — for Financial Planning's Rising Star awards.
April 15
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The annual rush to pay Uncle Sam means the Treasury doesn't need to issue as much short-term debt as in other months to fund the U.S. government.
April 15
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Kristen Dooley is the chief people officer at Motus, where she oversees human relations and recruiting functions, responsible for creating and cultivating a winning culture in which all team members can thrive.
April 12
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Jeremy Estey is the founder of
AmberSky Marketing , a digital marketing agency that aims to help accounting firms move to more highly profitable, easier-to-manage recurring CAS clients using SEO.April 12
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The first three months of 2024 were hard on Wells Fargo — particularly for its wealth management division.
April 12
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The banking giant nonetheless saw strong growth in net new assets in the first quarter and a 14% jump in returns from asset management fees.
April 12
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Citigroup reported lower first quarter earnings within its wealth unit compared to a year ago. But earnings overall have improved from the fourth quarter, when it took significant losses as it finishes a major organizational restructuring.
April 12
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