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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BNY Mellon's chief financial officer said that the custodian nonetheless has some "quite exciting" announcements in the works for later this year.
July 19
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Kalil Merhib is executive vice president of growth and professional services at CPA.com.
July 19
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Innovator Equity Defined Protection ETF offers guarantee against losses but also places limit on gains.
July 19
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Professor Rashied Small is an executive at the the
South African Institute of Professional Accountants and SAIPA'sCenter of Future Excellence .July 19
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The founder and president of Summit Place Financial Advisors in New Jersey joined CFP Board as a board director in 2020.
July 19
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The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.
July 19
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