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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Denise A. Dunckel is CEO of the American Association for Debt Resolution, which advocates for consumer rights for Americans with unmanageable unsecured debt burdens.
August 1
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The deal will preserve independence in the face of competitive pressures, the outgoing CEO of Sentinus said in an interview.
August 1
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No matter what stage of retirement preparedness employees find themselves, they are craving additional support from their employers.
August 1
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Millennials facing middle age are remapping the trading landscape, but don't count out web-based apps just yet.
August 1
Devexperts -
The marketing tech firm is teaming up with a crew of remote video pros to help advisors make videos worth clicking.
July 31
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A New York woman says she can move out of her parents' place or pay off her loans — but not both. Is there a way out?
July 31
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The CFP certification costs thousands to finance. Industry groups hope that a new bill will make it attainable for more people.
July 31
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A prominent compliance consultant lists the top reasons firms turn to outside experts for regulatory assistance.
July 31
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Raj Ananthanpillai is founder and CEO of
Trua , a technology company that provides privacy-preserving reusable verified identity and risk-screening to assure trust and safety in digital environments, sharing economy, employment and workforce screening.July 31
