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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Visionary software executive who presents an unblemished record of improving enterprise value by understanding market opportunities and driving the organization to grow faster. Graduate of the Advanced Managers Program at Harvard Business School.
July 31
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Thaddaus E. Dawson Jr. is a certified general appraiser at the Dawson Valuation Group, Inc., an Atlanta property appraiser.
July 31
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Kevin B. Kimble, Esq., is the founder and CEO of the Financial Services Innovation Coalition. He is a founding member of the coalition's
Housing Task Force , which seeks to eliminate bias in the housing marketplace.July 31
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Republicans on the Financial Services Committee advanced four bills related to investing policy, even as some question the potential impact of their efforts.
July 31
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Philipp Hecker is CEO of
Bento Engine , a technology platform that helps client-centric advisors deepen existing client relationships and convert more prospects.July 31
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The change follows multiple reorganizations of the Wall Street giant's asset management division.
July 31
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Even with the savings, an Austin move can be complicated by differences in earnings potential and heightened property taxes.
July 31
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The author learned fast that running an OSJ has little overlap with operating a fully independent, multicustodial firm.
July 31
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The strong market thus far in 2023 has some concerned about a possible sell off.
July 30
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The firm told the SEC years ago about employees' ability to improperly access certain information, though it had no evidence anyone had done so.
July 30
