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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Donna Bungard is a senior marketing accessibility program manager at Indeed. Donna holds international certifications in accessibility and management, and is pursuing a MS in Global Technology and Development. She is part of the larger disabled community. At Indeed, Donna helps teams infuse disability inclusion into the DNA of all we do.
May 1
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Back in December 2023, Wall Street was hoping for rate cuts early and often. But as of May 2024, "higher for longer" seems to be the new policy — at least for now.
May 1
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The merger "will fundamentally transform the RIA ecosystem," tru CEO Craig Stuvland says.
May 1
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Advisor advocates say they are beginning to look to civil courts and other FINRA alternatives to get erroneous customer complaints removed from their clients' online records.
May 1
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Higher expenses from the record headcount of financial advisors and a continuous stream of recruits and acquisitions are investing in the firm's future earnings, though.
May 1
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Tyson Chapman is COO of
Platform Accounting Group . He leads operations across all of Platform's offices and holds a BS in Economics from Brigham Young University and an MBA from the University of Chicago.May 1
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Analysts find that funds selling call options tend to do poorly in bull markets and lag behind broader market indexes.
May 1
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The IRS is taking applications for funds for its Tax Counseling for the Elderly and VITA programs.
May 1
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You'd think making $1 million a year for your firm would be considered a lot. But advisors at that level last year have to bring in a bit more to maintain their take-home pay.
May 1
