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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Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients.
April 24
Advisor360° -
After getting caught in the culture wars and suffering massive outflows, ESG funds looked down for the count. Here’s what experts say is next.
April 23
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The prohibition would be on most contract provisions meant to keep emplolyees from taking jobs with competitors.
April 23
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Advisor360° names former MassMutual exec Mike Fanning as its new CEO
April 23
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Caz Craffy admitted to taking nearly $10 million entrusted to him by Gold Star families and using it for excessive trades through outside brokerage firms.
April 23
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The number of experienced financial advisor recruits fell in the first quarter, but Ameriprise's overall headcount and its profits are on the rise.
April 23
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Sam Raus studies public relations and political science at the University of Miami. Follow him on Twitter: @SamRaus1.
April 23
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Opponents haven't stated publicly that they will file a lawsuit, but one will almost certainly challenge the Biden administration's expansion of the fiduciary duty.
April 23
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The Wall Street regulator stands accused of a "gross abuse" of power in its investigation into the digital assets firm DEBT Box.
April 23
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Few U.S. adults have done any estate planning. Even fewer have done so for their pets. Advisors can help them get started.
April 23
