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 co-founder of an internship program pairs aspiring financial planners and career changers with financial firms looking to widen their talent pools.
January 31
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Possible threats to the pending proposal could play out in Congress and the courts before an increasingly consequential presidential race, an expert said.
January 31
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The first quarter is a good time for an annual check-in with philanthropic investors, a practice that can strengthen intentions and family bonds.
January 31
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Jennifer has 20 years' experience in the contact center industry with more than 15 years as a people leader. Throughout her career, Jennifer has served in a variety of roles in the contact center space, including operations, quality, workforce management, and client services. As Chief Operating Officer, Jennifer leads Intradiem's Product Management, Product Marketing, Marketing, and Customer Success teams. Prior to this role, Jennifer has served as Chief Strategy Officer and has led the Customer Success organization.
January 31
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Austin Talley, Founder and CEO of Everyware, is passionate about connecting with people and providing excellent customer satisfaction through innovative payment and communications solutions. He has over 20 years of experience in developing new businesses, leading sales teams, increasing market share, and growing the bottom line. Launched in 2015, his company provides services to more than 9,000 merchants across multiple verticals including healthcare, travel, utilities, not-for-profit, and automotive. The platform offers a simple, fast, and secure way to move money while enhancing the ability for merchants to communicate with their customers in real-time with text messaging. It saves them money by improving cash flow and reducing paper billing costs, chargebacks, and fraud. For more information about Everyware, visit Everyware.com or follow on Facebook, Twitter, Instagram and LinkedIn.
January 31
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Amid a tough year for property investors, discerning advisors could still uncover some solid returns.
January 31
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From knowing your demographics to understanding RMDs, these are some of the best opportunities for tax planners to demonstrate their value to clients this year.
January 30
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How wirehouses are recruiting and retaining advisors amid waves of independence.
January 30
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The volume of RIA deals slipped from their record pace of the last nine years, but dealmakers argue the fundamentals are driving more activity to start 2024.
January 30
