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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Companies using artificial intelligence have a long way to go before people will fully trust them to help with their taxes, according to a recent poll.
April 3
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The $72 trillion generational handover demonstrates the undeniable momentum of Black wealth in the U.S.
April 3
Wells Fargo Advisors -
Andrew Metz has been working in a SaaS sales capacity for over 15 years. In his career he has climbed the corporate ladder from a BDR to a vice president of sales, overseeing a 100-person sales team currently at Zywave (SaaS Insuretech leader). He has developed new leaders within the sales organization and has personally hired over 200 sales professionals.
Andrew frequently guest lectures to business students at the University of Marquette. He also presents for the MBA program at the University of Wisconsin-Milwaukee several times a year. Andrew is also an active content creator on LinkedIn and has created multiple viral posts, with millions of views. He currently has an audience of over 15,000 LinkedIn followers.
April 2
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The case is the latest to emphasize advisors' obligations to let investors know when they receive money for recommending certain mutual fund products.
April 2
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The 30-year industry veteran and coach to financial advisors and executives provides the story of his life in "Confessions of a Wall Street Warrior."
April 2
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Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.
April 2
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April Rudin, a marketing consultant and the founder of The Rudin Group, joins us to discuss steps advisors should take when building their brands and pitfalls they should avoid.
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A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.
April 2
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Matthew Edwards changed his firm for the first time in his 25-year career when he launched an independent advisory firm under a new brokerage, RIA and custodian.
April 2
