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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Vanguard names former BlackRock executive Salim Ramji its new CEO to succeed the retiring Tim Buckley in July; Ramji will be the first outsider to lead Vanguard.
May 15
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Women see and understand the research underscoring the benefits of diversity in leadership and want to align their investment dollars with this approach.
May 15
Nia Impact Capital -
Officials from FINRA and SEC spoke on how they are examining AI and emerging technology while also raising new risk concerns like deepfakes, which could make voice recognition software obsolete.
May 14
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Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach.
May 14
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The Wall Street giant distinguishes its custody service by being a pioneer in allowing private equity, private credit and similar investments to be used as collateral for loans to RIA clients.
May 14
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Three regulatory amendments that are attached to the new "retirement security rule" display the stakes of the legal challenge already brewing in court.
May 14
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The Internal Revenue Service cautioned consumers to beware of inaccurate advice which prompted thousands of taxpayers to file overblown claims and held up their refunds.
May 14
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Seth Catalli is chief revenue officer ofGlobality Inc , which is applying AI to automate enterprise spend management.May 14
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The Wall Street giant plans to use the money raised to originate, underwrite and hold loans backed by high-quality real estate.
May 14
