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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Philadelphia-based Clark Capital will be one of several "boutique" firms in Raymond James' global asset management division.
January 15
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An organic growth technology firm launched out of Fidelity Investment's incubator spoke with 18 big RIAs about their marketing. The results speak for themselves.
January 14
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A sharp fourth-quarter decline in net new investment assets weighed on Citi's wealth division, tempering full-year growth despite revenue gains.
January 14
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Bank of America's wealth management businesses suffered a blow last year when principals of a team that managed $130 billion in AUM left for independence. Merrill executives are now looking to the future with ambitious recruiting and cross-selling plans.
January 14
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Tom McFarland leads Novidea's UK product roadmap and business analysis function. Through his industry expertise, close relationship with existing clients and engagement with prospects, Tom ensures the delivery and ongoing enhancement of Novidea's platform provides added value to brokers and MGAs. Tom holds strong partnerships within the insurtech community, enabling practitioners to benefit from a connected insurance ecosystem. Having spent time in operations roles within Specialty Broking and Delegated Authority, Tom's comprehensive understanding of the challenges at each stage of the insurance value chain ensures that the Novidea platform solves the challenges of today and prevents the problems of tomorrow. Tom is keen to drive transformation across the industry, particularly within the Specialty and Lloyd's markets, where there is enormous opportunity for technological modernisation and adoption.
January 14
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Theo Ellis is CEO and co-founder of mortgage technology company Friday Harbor.
January 14
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While AI has increased gross productivity, net gains have been eroded by the time and effort needed to review and correct AI outputs.
January 14
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Tax-loss harvesting's overlooked cousin can pay off for clients with low-earning years, concentrated positions or UTMA accounts.
January 14
Natixis Investment Managers Solutions -
The FPAi Authority offers demos, guidance and insights to help planners adopt AI effectively in their practices.
January 13
