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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The U.S. senator and a banking group want rules to make it tougher for crypto to be used to launder money and finance terrorism.
July 30
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In an industry where women are still heavily underrepresented, here's what firms can do to attract and retain female talent.
July 28
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As the economy improved, investors favored different products — ones that matched the complexity of the moment.
July 28
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Elder financial fraud has skyrocketed in recent years, but research shows that financial professionals can help fight the growing issue.
July 28
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Moves to Osaic, LPL, Raymond James, Steward Partner, Sanctuary and Cresset display how wealth management giants are broadening their appeal.
July 28
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Tax experts testified during a hearing about the Employee Retention Credit and the issues they and their clients are facing.
July 28
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Jean Sullivan is head of wealth management at Celent, a global research and advisory firm focused on technology and business strategies in the financial services industry.July 28
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Northwestern Mutual's Planning & Progress Study reveals Americans with an advisor are much more confident about their financial futureS, yet only 37% work with one.
July 28
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The company's earnings soared in the second quarter. Dan Arnold's team has more ideas in the works for further growth.
July 28
