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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Sabrina Lee is an editorial intern at American Banker and a Dow Jones Business Reporting Fellow. She is a rising senior at New York University where she has worked as a campus writing tutor and a writer at NYU's student-run newspaper.
June 13
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From new rules for 529 plans to the best- and worst-performing funds of the past 10 years, here are the tax stories that have resonated the most with financial advisors.
June 13
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Stephen Evans is an IT Solutions Architect who currently operates as a branch owner and director at WillDom, a global technology company committed to pairing clients with right-fit technology solutions. With a Master's in Information Systems and over 20 years in IT, he focuses on delivering margin-producing solutions to the most difficult problems that business and firm leaders face. Most recently, Stephen was CEO and Senior IT Solutions Architect at The Facilitator, a Dallas/Fort Worth-based process improvement and custom software development firm, specializing in helping businesses and accounting firms accomplish their goals in the most efficient ways possible.
June 13
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Bob Leonard is a co-founder and board member at Spark Health, and the SVP of strategic partnerships at Therapy Partner Solutions.
June 13
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Morgan Stanley at Work found that 66% of employees have scaled back retirement savings because of financial concerns.
June 13
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The additions allow the Rhode Island bank to expand its wealth management footprint along the East Coast and in San Francisco, where the recently shuttered First Republic was based.
June 12
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Even if it's uncomfortable, Lester said, sharing personal experiences can help earn the trust of millennial and Gen Z investors.
June 12
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In a crowded market, aiming to serve clients in a specialized area can help advisors differentiate themselves from the pack.
June 12
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Two financial advisors and a financial technology entrepreneur explained how the usage of the tools disproves what is often seen as an either-or decision.
June 12
