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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Assets under management for SMAs that invested in municipal bonds stood at $987 billion as of the first quarter, according to a JPMorgan Chase survey of 74 firms.
July 18
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Are special purpose acquisition companies the wave of the future, or a waste of space? The experts weigh in.
July 17
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Dominique Henderson wants to help planners find leads, niches and longevity after guiding many of them into the field in the past four years.
July 17
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Despite sky-high advisor satisfaction ratings, many wealthy clients lack confidence in their financial situation and could leave in the future.
July 17
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Though qualified small business stock comes with extremely significant tax benefits, many advisors aren't putting them to work on behalf of their clients.
July 17
Coastal Bridge Advisors -
While the data isn't definitive, migration may be playing a significant role.
July 17
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Bill Loftus is a founding partner of Coastal Bridge Advisors. With a career spanning over 30 years, he has held senior executive positions at Merrill Lynch and Smith Barney as well at Coastal Bridge, which he co-founded in 2008.
His passions are financial education and philanthropy. He has been featured on Fox Business Channel and the Dow Jones Advisor Show.
July 17
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The firm's Wealth at Work division delivered strong results while the private bank stumbled.
July 17
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Fatima Koning, Chief Commercial Officer at workspace provider IWG, is a proud champion for the hybrid model, and has helped firms around the world to embed it successfully.
July 17
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Such concerns have taken on new importance with recent advances in artificial intelligence tools, which are "the most transformative technology of our time," Securities and Exchange Commission Chair Gary Gensler says.
July 17
