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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Authors add that the asset class can still be a welcome source of diversification for investors who can stomach the risk.
April 5
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Liza has been a commercial insurance broker for 22 years. She was recently promoted to regional sales leader, West Region for Foundation Risk Partners where she helps support growth initiatives and the deployment of value-added resources.
April 5
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Senate Republicans don't want to hand President Joe Biden an election-year victory on the legislation, which includes both child and business tax breaks, lawmakers and aides have said.
April 4
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The "magic number" Americans think they'll need for a comfortable retirement went way up this year — but their actual savings went down.
April 4
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Having hit most of the big Wall Street firms with hefty fines for misusing WhatsApp and similar services, regulators are now turning their attention to independent advisors.
April 4
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The giant insurer fired three financial advisors based on false claims about their specialty insurance consulting business, according to their attorney.
April 4
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A new, free leaderboard created and continuously updated by the Kensho team at S&P Global gives people in the financial industry a sense of which generative AI models work best for specific use cases.
April 4
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Steve Lockshin, an entrepreneur and financial advisor, is a principal of AdvicePeriod and a co-founder of
estate planning software firm Vanilla .Prior to co-founding AdvicePeriod, he was chairman of Convergent Wealth Advisors, a company he founded in 1994. Lockshin is widely known for his contemporary approach to wealth advisory as well as his estate-planning knowledge and is a frequent speaker on both topics. He memorialized his concerns about conflicts of interest in the industry in his guide for consumers, "Get Wise to Your Advisor."
April 4
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Led by CEO Jack Ginter, Callan Family Office reached a milestone that he says will enable the firm to invest in technology and ultrahigh net worth advisor recruiting.
April 4
