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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Dawn Weddle is vice president at Midwest Business Group on Health, where she oversees membership marketing and communications, provides financial/budget oversight, and leads the development and management of education programs and grant funded employer projects.
November 21
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Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety.
November 21
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Studies show that convincing inheritors to stick around is far from a sure thing. Envestnet's Dana D'Auria has advice for advisors looking to make those relationships stickier.
November 20
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The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.
November 20
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The proposals would let firms sign up for a pilot program to test remote branch inspections and require less frequent in-person exams of supervisors' home offices.
November 20
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The Treasury and the IRS issued laid out possible regs to update the investment tax credit rules to encompass various forms of renewable energy.
November 20
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Norbert J. Michel is the vice president and director of Cato Institute's Center for Monetary and Financial Alternatives.
November 20
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Beverly Brown Ruggia is the financial justice program director at New Jersey Citizen Action.
November 20
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The move is part of Co-President Andy Saperstein's revamp of his leadership team for the investment bank's money management divisions.
November 20
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The restructuring under CEO Jane Fraser will refocus Citigroup on wealth management and four other key business areas.
November 20
