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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The former relationship manager has pleaded not guilty to allegations he blew money from client accounts on bad stock bets.
June 9
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The new firm, set to begin operations on Monday, will be partnering with Highwater
June 9
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Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.
June 9
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Sylvester Mathis is the Chief Insurance Officer at Insurity. With over 30 years of experience at organizations like LexisNexis, Allianz, Choicepoint, and North American Insurance Group, Sylvester has a deep understanding of the objectives, goals, and challenges faced by insurance organizations. As an insurance domain expert and thought leader, Sylvester provides in-depth perspectives and analysis on industry conditions, market strategy, and customer trends to provide the necessary foundation for long-term strategic growth.
June 9
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As financial professionals seek more ways to connect with their colleagues online, experts say the benefits of doing so are plentiful.
June 9
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The legislation, initiated by congressional Republicans, would have thwarted the president's executive action to cancel billions in student debt.
June 9
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Hearsay's sixth annual Social Selling Content Study says original content, financial education and news are the posts that are making an impact in 2023.
June 8
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Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.
June 8
