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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Andrew Brown helped the president of the Law Enforcement Employees Benevolent Association misappropriate $500,000 in retirement savings, investigators said.
June 7
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We're celebrating wealth management's up-and-coming new talents. Here's how to throw someone's hat in the ring.
June 7
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Dennis B. Levine, a central player in the 1980's most notorious insider trading scheme, benefits from the regulator's fix, but so will some everyday financial planners.
June 7
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Christina Baker covers the Northeast for The Bond Buyer. Before that, she was an intern at The Bond Buyer via the Dow Jones News Fund. She's covered government and politics for many Pennsylvania news outlets through internships, including Spotlight PA, the Allentown Morning Call, and the Centre Daily Times.
June 7
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Aaron Jacob is head of accounting solutions at
TaxBit . Prior to TaxBit, he spent eight years at Chatham Financial working with the treasury and accounting teams of corporate and large financial services clients.June 7
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Nicole joined Corporate Synergies in 2007 as a Staffing Specialist in Human Resources, where she coordinated recruitment efforts that successfully developed the company's talent base. In 2010, Nicole transitioned into account management and a client-facing role, where she over the years expanded her skill set and industry knowledge.
June 7
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Mike Ettling is CEO ofUnit4 , a cloud-based enterprise software company that powers many of the world's most people-centric mid-market organizations. He is a highly regarded global thought leader in the IT and cloud software industries and is an active investor/advisor for emerging companies.June 7
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The featured INVEST 2023 speaker breaks down the science behind our saving struggles and details the important role advisors play in bridging the gap with the next generation.
June 7
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A year of cryptocurrency scandals has made advisors more skeptical about the volatile asset class, but the future of crypto is far from settled for investors and their financial advisors.
June 7
