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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Though sometimes overlooked, dividends can provide passive income or spark compounding growth. Here are the stocks with the biggest payouts.
March 14
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Industry recruiters still wonder if the regional firm's new recruits bring the experience needed to replace the experienced teams that have been leaving.
March 13
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A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?
March 13
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Peapack-Gladstone's wealth unit is pursuing an ambitious de novo expansion in New York and perhaps elsewhere because M&A has become expensive as private equity money has inflated seller expectations.
March 13
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Mark Higgins argues that more financial advisors and investors should be taking their cues from the past 200 years rather than the most recent decades.
March 13
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Kristin Hull, founder of Nia Impact Capital, talks about the way forward for sustainable, solution-driven investing.
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Susan Gilmartin is president of nonprofit solutions at
Community Brands . She brings over 25 years of global leadership experience in diverse industries, including SaaS, health care services, strategy consulting and nonprofit technology.March 13 -
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The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.
March 12
