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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Current market conditions and declining interest rates make small-cap ETFs an attractive option for diversification, but choosing the right one requires a hard look at the details.
December 4
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Nearly all the brokers who dropped their FINRA registration in the wake of tougher rules kept their insurance licenses, according to newly published research.
December 4
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Sean Vicente is the KPMG US Sector Leader for Insurance, leading the US Firm's insurance advisory, tax, and audit practices. Sean has over 30 years of experience in the sector spanning the breadth of our businesses in assisting clients with reporting and SEC filings, leading transactions, supporting transformations, and driving operational excellence. He is passionate about bringing the full strength of KPMG's unmatched culture and collective capabilities to solve complex challenges and deliver meaningful outcomes.
December 4
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The release coincides with a $6.25 billion donation from Michael Dell and his wife to kickstart the savings program.
December 4
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Jack Hopkins is president and CEO of CorTrust Bank in Sioux Falls, S.D., and chairman of the Independent Community Bankers of America.
December 4
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Discipline, esprit de corps and a detailed playbook for advisors provided the growth engine for the enterprise.
December 4
Trajan Wealth -
RBC CEO David McKay discusses plans to provide more clients with banking relationships while the firm announces a reorganization of its U.S. wealth management division next year.
December 3
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When a client's insurance needs change, the opportunity to sell their life policies to outside buyers should not be overlooked.
December 3
