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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Gorman said Tuesday he would like to teach at a university and help CEOs turn around their businesses, among other plans.
November 7
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From politics to practice management and a variety of planning strategies, the law is posing questions for financial advisors, tax professionals and their clients.
November 7
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Demand is growing for the certified private wealth advisor credential, which has been around for 15 years and helps advisors cater to high net worth clients.
November 6
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NASAA, PIABA and stock exchanges argue the demise of the self-regulator would leave an unfillable hole in securities regulation.
November 6
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Sara Shipley, the chief human resources officer (CHRO) and chief transformation officer at
INSTANDA , is a dynamic HR leader with a rich history of success in the retail, insurance, and technology sectors. Passionate about transformation and ESG (Environmental, Social, and Governance), Shipley's impactful journey extends from her pivotal role at Hiscox to her current leadership at INSTANDA, where she continues to drive innovation and HR excellence while championing responsible business practices.November 6
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One-fourth of advisors say asset manager websites do not meet basic foundational needs.
November 6
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Ann Minzner Conley is senior vice president, Complex Risk and Strategic Analytics, Risk Engineering Services at Chubb.
November 6
