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 firm's wealth management business saw strong new assets inflows in the first quarter, particularly from its business catering to family offices.
April 16
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Cash may feel safe on a visceral level, but it is not a risk-free asset in terms of preserving real value on a long-term portfolio.
April 16
Ullmann Wealth Partners -
Farzad Mostashari is CEO of Aledade – a public benefit corporation focused on keeping member primary care organizations, their patients and their communities at the center of every decision.
April 15
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Dan Mendelson is CEO of Morgan, the JPMorgan Chase & Co. business unit focused on improving the equity, quality and affordability of employer-sponsored health care in the U.S.
April 15
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The departure comes amid continued turn at the head of the bank's wealth management ranks.
April 15
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Forty-five percent of wealth managers say a disputed presidential election would hurt their business, according to a new Arizent survey.
April 15
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Citizens Financial said long-time Morgan Stanley leader Paul Casey will spearhead its wealth, private banking units as part of a larger expansion in advisory services.
April 15
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Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.
April 15
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The New York megabank is working to deploy artificial intelligence as it seeks to make its own operations more efficient. Solomon also sees an "unprecedented" opportunity in financing clients' needs as they invest in AI.
April 15
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