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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With the agency receiving tens of billions of dollars from the Inflation Reduction Act, a new watchdog report identified several areas for improvement.
October 30
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The board's succession committee said the big bonuses were paid out in "the best interests of the company."
October 30
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The leading IBD firm is eager to dominate the entire advisor industry, following another strong quarter for recruiting.
October 27
