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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The Wall Street powerhouse is now the subject of two class action suits questioning whether it has been providing unreasonably low returns on clients' uninvested cash.
July 16
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She and former business partner Lazetta Rainey Braxton moved back to their own standalone firms. Here's a look at Dorsainvil's approach to practice management.
July 16
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Kelly A. Brown is the chairman and CEO of Ampersand, Inc., a Midwest-based financial services firm that provides treasury management services.
July 16
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Digital Insurance recently surveyed insurers, brokers and adjusters about the technology they're using in the claims space, and we'll share those insights.
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The brokerage giant sticks to more conservative approach to retail investing amid increasingly crowded market.
July 16
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Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next.
July 16
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Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?
July 16
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If those savings in defined contribution plans are offset by debt, employees may find themselves worse off than when they started.
July 15
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A broker argues the Supreme Court's recent decision in the Jarkesy case means he should get to defend himself against fraud allegations before a jury.
July 15
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The IRS warned about bad advice that's being peddled on social media promoting a bogus "Self Employment Tax Credit" and prompting unsuspecting taxpayers to file false claims for the credit.
July 15
