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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More elderly consumers are being diagnosed with Alzheimer's and dementia — making them vulnerable to scammers. Financial institutions are seeking special certifications to better equip themselves to help.
September 20
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Fraudsters are ever-inventive, and accountants and tax pros need to make sure their clients keep vigilant.
September 20
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Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.
September 19
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Francis Kinniry of Vanguard and Brie Williams of State Street Global Advisors SPDR give advisors looking to survive the industry's next evolution some beachside advice.
September 19
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A former mentor who already made the move to Janney Montgomery Scott says the Market Street Advisors group will find both freedom and support.
September 19
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It's not just for charity. Encouraging volunteer work could actually help financial firms recruit more employees, new research shows.
September 19
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Matthew Posner is Clean Energy Advisor to City First Enterprises and Principal at Court Street Group.
September 19
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Dawn Wagenaar is a brand strategist and principal of Ingenuity Marketing Group, LLC, serving accounting firms across the U.S. Since 1992, Ingenuity Marketing has been helping CPAs, attorneys, financial service professionals, engineers, consultants and other professionals develop their practices. Wagenaar has worked in professional service marketing since 1993 when she began coordinating marketing programs for a regional office of a large national insurance and financial services company. Since then she has directed the marketing efforts of a small local and a large regional CPA firm. Wagenaar has a Bachelor of Arts degree from Augsburg College in Minneapolis as well as a Master of Arts in Educational Leadership from the University of St. Thomas in St. Paul, Minnesota. She is a member of the Edina Chamber of Commerce, member of the Legal Marketing Association, past chair of the AAM Conference Committee of the Association for Accounting Marketing, member-at-large for AAM National Board of Directors, and president for AAM Minnesota. Reach her at
dawn@ingenuitymarketing.com .September 19
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The federal court decision ended a former Chase branch-based advisor's saga of a half dozen years after the firm alleged he broke its rules for notarizing documents.
September 19
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In an effort to recruit directly from planning programs, the wealth management firm rolled out a job seeker directory and planned more campus visits.
September 19
