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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Anna N'Jie-Konte discusses how advisors can grow their business by offering customized services to student loan borrowers and their families.
July 27
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Even though shareholders gave their proposals less support in 2023, adherents point out that they withdrew many of them after firms agreed to make changes.
July 27
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As revenues fell for other companies, Raymond James' earnings reached new heights — including for its wealth management division.
July 27
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From baseball cards to decoy ducks — how to protect your clients' alternative investments
July 27
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Plus, portfolio construction upgrades from iCapital, an AI advisor platform from Savvy and two new leaders at eMoney.
July 27
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Emily Dabney is an associate with Chamberlain Hrdlicka's Trusts & Estates Practice Group in Atlanta.
She assists clients in navigating the areas of estate planning, succession planning, tax planning, and corporate matters.
July 27
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Stephen Heymann is a shareholder with Chamberlain Hrdlicka's Trusts & Estates Practice Group in Atlanta.
He focuses on helping business owners and high net worth families preserve their hard-earned wealth through sophisticated income and wealth transfer tax-planning strategies.
July 27
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Alfred Edmond Jr., senior vice president and executive editor of Black Enterprise, is confident DEI is here to stay.
July 27
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The company enjoyed "another strong quarter overall, led by continued growth of our wealth management business," CEO Jim Cracchiolo said.
July 27
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Joseph Ugrin, PhD, CPA, is a professor, RSM endowed chair, and head of the department of accounting at the
University of Northern Iowa . He has published dozens of research articles in accounting, business, and psychology. He serves as the associate editor for Advances in Accounting and on the editorial boards of other accounting and business journals. He has experience in public accounting and worked as a corporate financial manager.July 27
