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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Rasmussen, a Minnesota native, started her professional career as a dental hygienist. After a series of twists and turns, she now runs Thrivent, a multibillion-dollar fraternal benefit society.
October 8
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LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.
October 5
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Stacy Critzer is Chief Human Resources Officer at Unanet, a Northern Virginia company that creates business software solutions for government contractors, architecture, engineering, construction and professional services firms.
October 5
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The Wall Street giant is seeking to enforce contract clauses meant to keep former employees from working for rival firms or reaching out to clients for six months.
October 5
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A new name, new tools and more than $50,000 for kids in Ethiopia gave the leader of the wealthtech firm formerly known as Riskalyze plenty of reasons to smile this week in Miami.
October 5
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Pat White is the CEO and co-founder ofBitwave , a digital asset finance platform dedicated to managing cryptocurrency tax, accounting, and compliance. With over a decade of experience, he is a financial analyst and entrepreneur with a strong background in venture capital, blockchain business development and strategic acquisitions.October 5
