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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Align Wealth joined the $250 billion RIA, retirement plan and robo-advisor firm as M&A becomes "a key component" of its growth, the firm's CFO told FP.
October 3
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A new report on wealthy Americans' philanthropic activities shows where advisors can help women and younger investors with giving back.
October 3
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Employees are still struggling with their financial obligations, and less than half feel good about their financial situation.
October 3
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Over the weekend, Congress approached and then retreated from fiscal armageddon. Wall Street's response: Whatever.
October 2
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The Wall Street giant's private bank contends it had advised the plaintiffs against concentrating their money in risky investments.
October 2
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Stu Sjouwerman is founder and CEO of
KnowBe4 , provider of the world's largest security awareness training and simulated phishing platform used by more than 65,000 organizations around the globe. He was co-founder of Sunbelt Software, the anti-malware software company acquired in 2010. He is the author of four books, including "Cyberheist: The Biggest Financial Threat Facing American Businesses." LinkedIn:https://www.linkedin.com/in/stusjouwerman/ October 2
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Anthony Viggiano and three classmates once won a competition about which team could best tackle dilemmas they'd face as financial professionals. He's now accused by federal prosecutors of being at the center of an insider trading scheme.
October 2
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Wayne Park is the head of John Hancock's U.S. retirement plan and recordkeeping business with accountability for all aspects of the business including sales, relationship management, product, strategy, marketing, operations, and technology.
October 2
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