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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Looking forward to not answering client phone calls? Here's how to make it happen.
July 3
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Jessica Adams is Chief People & Culture Officer at The Krazy Coupon Lady and a recognized HR leader with expertise in scaling teams, culture, and retention. A frequent contributor and speaker, she's been honored by Workforce Magazine, EBN, and Crain's for her impact in the field.
July 2
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Hilani Kerr leads the wealth and distribution platforms at Zinnia, applying 20 years of leadership across Wells Fargo, Bank of America Merrill Lynch, Deutsche Bank and Porticoes Capital to embed insurance and wealth solutions into unified financial strategies and broaden access to those products to all clients.
July 2
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In separate cases, two federal judges found that neither Wells Fargo nor LPL had a fiduciary obligation to look for clients' best interests with uninvested cash held in brokerage accounts.
July 2
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Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard to close.
July 2
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With a geographically spread-out workforce, Nate Byers of Calculated Wealth recognized the need to invest in defensive measures to keep client data safe.
July 2
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Once client data enters a tech provider's software, does your firm still own it? It's not a given.
July 2
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