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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In its latest recruiting win from Osaic's Triad Advisors, the firm established its first office in a new region and picked up a half dozen financial advisors.
December 13
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The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.
December 13
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Piritta van Rijn is global head of product, accounting, tax and practice at
Thomson Reuters .December 13
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During this timely web seminar, our research and editorial teams shares highlights of the findings including how advisors plan to adjust their go-to-market strategies in the coming year.
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Apollo and other alternative asset managers are vying for executives with connections to the world's biggest fortunes.
December 13
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Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.
December 13
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Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.
December 13
BLX Internship Program -
One side hurled accusations of "scare tactics." The other complained of "regulatory overkill." On Day 1, the debate over a new retirement regulation got off to a dramatic start.
December 12
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Bans on working at brokerage firms don't lead to prohibitions on acting as an RIA as often as one might think.
December 12
