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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Robinhood and a few other trading app providers immediately announced support for the newly approved spot bitcoin ETFs. But Vanguard announced this week it would not allow customers to invest in them.
January 12
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The gains in assets under management come as the banking giant continues to add to its advisor headcount.
January 12
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Debra Andrianopoulos is a principal in the engagement practice at HR and benefits consulting firm Buck, a Gallagher company.
January 12
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In 2023, seven tech stocks dominated the Nasdaq 100. Analysts expect 2024 to be different.
January 12
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The deal would end an investigation into Morgan Stanley's employees' handling of stock sales big enough to move markets.
January 12
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While stablecoins do find utility as a base currency for navigating between volatile cryptocurrencies, their broader application as a fiat money alternative remains elusive.
January 12
Atlantic Money -
The service reported on its increased enforcement efforts on Friday, including collecting over half a billion dollars from millionaires who didn't pay their taxes.
January 12
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There's no better example of investing in the future than an emerging markets fund. Here are the ones with the best returns.
January 11
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The firm received new investments from funds linked to Ritholtz Wealth Management and Mariner Wealth Advisors as RIAs seek to ease their client onboarding.
January 11
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Industry group warns that the change to employment status criteria could put up further barriers to Americans' obtaining financial planning services.
January 11
