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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Naratil thinks Lightyear Capital can offer the capital and expertise firms need on their way to IPOs.
July 25
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Aaron Parker joined the MJ Insurance team in 2017 as a client executive in the Risk Management + Commercial Insurance department and has since been promoted to Vice President, Client Experience. A native of the industry, Aaron brings over a decade of extensive experience in enterprise risk management, claims, loss control and safety programs. Prior to joining MJ, Aaron worked as the senior insurance and risk manager for the State of Texas Office of Risk Management where he was responsible for leading the Insurance Services department and served as a consultant to more than 100 State of Texas government agencies and institutions of higher education.
At MJ, Aaron is responsible for the stewardship and strategic development of the MJ value proposition and delivering on all aspects influencing the overall client experience. Aaron acts as the internal conduit between the analytics, risk services, risk transfer and client advocacy teams to ensure seamless execution of client strategy while delivering exceptional customer service to clients.
July 25
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Five new filings follow the financial giant's move back into the asset class earlier this year after decades without a presence.
July 25
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Schisms among parents, children and siblings are on the rise in the U.S. and must be factored into wills, powers of attorneys and other legal instruments.
July 25
American College of Financial Services -
Winning those critical next-generation clients often involves teaching financial literacy. A music festival this fall offers new ideas for how to do that.
July 24
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For decades, Americans have been retiring later and later in life. Now 20% of the population is giving up on the idea altogether.
July 24
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Financial advisor Mark J. Dickman had filed his FINRA arbitration case against the firm and officials with Independent Advisor Alliance nearly four years ago.
July 24
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The large RIA will rely on the new relationship for loans against private and illiquid investments and other specialized services.
July 24
