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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Some think the firm needs to become better known if it's to reach its growth goals.
October 31
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A potential regulation called the "retirement security rule" is already facing pushback. Here are the first reactions across the industry in favor and against it.
October 31
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The RIA consolidator hit the milestone with the addition of an Indianapolis wealth manager.
October 31
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DFD Partners has attracted thousands of advisory practices to its software seeking to remove barriers to access for emerging asset managers.
October 31
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Domarina Oshana, PhD, is a social scientist and research development professional. She is the director of research and operations for The American College Cary M. Maguire Center for Ethics in Financial Services.
October 31
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Victor Kuznetsov is a Founder of Imperial Fund, with over 15 years of financial and investment management experience. Mr. Kuznetsov is responsible for the management of all fund activities, including operations, capital markets, and investor relations. Previously, Mr. Kuznetsov spearheaded investment efforts at a private equity firm focused on the commodities sector. Over the course of 8 years at the firm, he managed corporate assets and financial and real estate investments.
October 31 -
One of the largest RIAs in the country is adding another purchase to its hot streak of acquisitions, which included the former United Capital from Goldman Sachs.
October 31
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The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.
October 30
