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 real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.
December 21
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Justin Peterson is a Deadly Weapons Protection Underwriter at Beazley. He has been with Beazley since 2022.
December 21
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Rick Hamilton, is senior vice president of AML data science solutions at PNC Bank.
December 21
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Financial advisors and tax professionals serving self-employed and other entrepreneurial clients start with a choice between two methods, then make careful calculations.
December 21
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The IRS is forming a centralized oversight strategy for digital assets, but implementing it has been frustrated by delays in the regulatory approval process.
December 21
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As Angie Herbers looks back on two decades at the consulting firm she founded, she shares how she grew it from nothing and what peers in the industry can learn.
December 21
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From a kid shopping for advisor brains to a Destiny's Child song parody, here's a selection of the year's finest financial humor.
December 20
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A new study from Envestnet looks at how end-to-end platforms, holistic advice and AI are moving the industry forward.
December 20
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Dr. Shawn Griffin is the first physician to serve as President & CEO for
URAC – an independent, nonprofit accreditation organization based in Washington, D.C. URAC's mission is to advance health care quality through leadership, accreditation, measurement and innovation.December 20
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The pending acquisition furthers the firm's plans to be a dominant giant, but it also poses tests of its recruiting, capital structure and ongoing reorganization.
December 20
