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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Caroline Savello is Color's President, leading the company's work with over 1500 private and public health organizations including employers, funds, plans, and government institutions. Prior to joining Color in 2018, she worked at Bloomberg LP in their global media business, and began her career at the Boston Consulting Group where she focused on global and public health. She is a graduate of Yale University with a joint B.A./M.A. in political science.
November 13
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Both private equity-backed acquirers made deals to purchase billion-dollar advisory firms.
November 13
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Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.
November 13
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E. Kingston Koser has been in the insurance industry for over two decades, with the past 19 dedicated to improving the insurance regulatory compliance process. As Rhoads Vice President of Strategic Services, Koser seeks to find innovative solutions to complex insurance regulatory problems. He is also responsible for managing relationships with Rhoads affinity partners and oversees the day-to-day operations of Rhoads' managed services team. Previously, he worked in various leadership positions at the National Insurance Producer Registry, most recently as business development director.
November 11
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Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.
November 10
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Some argue the standard-setting organization could be doing more to expel 'bad apples' from the industry.
November 10
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The St. Louis-based firm now has more than 19,000 financial advisors, according to its latest SEC filing.
November 10
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The founder of Stevens Capital Partners has a career path from TD Ameritrade to his own RIA with key practice management and growth lessons for advisors.
November 10
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