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 private equity-backed advisory aggregator plans to use a consolidation process in "coming months" to bring its various brokerages under one brand.
May 6
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Dave Hanrahan is president and CEO of Century Savings Bank, in Vineland, N.J. He was previously president and CEO of Capital Bank of New Jersey
May 6
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As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.
May 6
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Forty companies made the 2024 edition of American Banker's annual list of enviable workplace cultures in the financial technology space. Here is a look at some of what makes these firms employers of choice.
May 6
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Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.
May 4
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In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.
May 3
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When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.
May 3
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