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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Timothy Lindquist, PhD, is the PricewaterhouseCoopers professor of accounting at the
University of Northern Iowa . Having previously served on the Editorial Board of Issues in Accounting Education he has published numerous research articles in a mix of high-level academic journals and high-impact practitioner journals. His experience in higher education spans nearly 40 years.July 27
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JPMorgan, which accounted for 9% of overall ETF flows in 2023 so far, is eyeing Blackrock's ETF throne.
July 27
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Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.
July 27
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As money matters continue to create stress for American families, advisors are finding the rewards of giving free advice to those who need it most but typically can't afford it.
July 26
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Serving over half of America's billionaires wasn't enough for the country's largest bank.
July 26
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In the second quarter of 2023, Stifel's profits were down from last year — except for its Global Wealth Management unit, which saw record growth.
July 26
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The Wall Street regulator is targeting technology that offers advice that might be against clients' best interests — even if advisors are unaware of the conflict.
July 26
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Despite the rate of M&A slowing in the industry, LPL says it will continue to be a "significant source of growth."
July 26
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It calculated that women are 1.5 times more likely to need to move into a new occupation by the end of 2030.
July 26
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Amid rising interest among students and more states introducing educational requirements, CEO Connect is collaborating with business and sports leaders.
July 26
