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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Fidelity launched a new hub aimed at helping advisors who said they're struggling to grow organically. The move comes as LPL Financial and BlackRock launched similar hubs this year.
April 23
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Three advisory teams managing $10 billion in the San Francisco area are among an ongoing wave of departures from the biggest U.S. bank.
April 22
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Carleen founded EnrichedHQ to solve the logistical nightmare of finding and managing options for kids who no longer need daycare or a sitter, bridging child care through high school. Leveraging her 20+ years in technology development, product management, and sales, she developed a platform that offers virtual extracurricular programs for middle and high school- age children that enrich and prepare them for life.
April 22
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While the deal price is expected to be immaterial, it's another piece of the consumer empire Goldman once dreamed of that the bank is now scaling back.
April 22
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Experts say that busy entrepreneurs often miss incentives and advantages available to them. Financial advisors and tax professionals can give them a nudge.
April 22
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As the letters "ESG" fall out of favor, BlackRock and other firms are shifting their language to terms like "climate," "green" and "transition."
April 22
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The CEO of the RIA "roll-up" outfit thinks that ongoing industry consolidation doesn't necessarily mean all firms will start to look the same.
April 22
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Jeff Schwantz is the chief revenue officer at
Advisor360 °, a leading provider of open and integrated technology platforms for enterprise wealth management firms and their advisors.He has 20-plus years of experience helping firms provide a better end-user experience for their financial advisors.
April 22
