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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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
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UBS Group CEO Sergio Ermotti said the bank will give investors an outline of its growth strategy early next year and signaled the direction of plans to grow in the U.S., as the lender moves forward with its merger with Credit Suisse.
September 19
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Anthony Venette , CPA/ABV, MBA, leadsWithum 's tax valuation services practice. He works with privately held businesses, families, and their advisors on tax planning, strategic estate and business valuation, ownership transitions, mergers and acquisitions, and complex valuation matters.September 19
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Even the markets' recovery this year wasn't enough to improve working Americans' retirement prospects, a new study found.
September 19
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The supercharged AI can potentially deliver wrong-way predictions and poor advice, but such pitfalls can be mitigated if advisors take pragmatic steps.
September 19
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In terms of cost of living and quality of life, researchers say these are the five best places to spend one's golden years — and none of them are in Florida.
September 18
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GlennCap and its founder stood accused of directing the best investment returns to clients who paid the most.
September 18
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Tools from voting technology provider iconik will give advisors using the firm's sustainable quantitative portfolios access to enhanced proxy voting solutions.
September 18
