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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Portland, Oregon, may penalize higher earners more than any other large U.S. city, according to a new report.
June 2
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Could the collapsed bank's advisors who are now at the Wall Street giant become a 'red-headed stepchild'?
June 1
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Proponents of the House of Representatives legislation argue that new regulations often fall disproportionately on financial planners that don't have formal compliance and legal departments.
June 1
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Investors with between $250,000 and $1 million outnumber the ultrawealthy by 2.5 to 1. For financial advisors, that could be a huge opportunity.
June 1
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Jeff Sharer is
LineSlip Solution 's vice president of customer and product experience. He has more than 20 years of insurance experience as an underwriter, broker and risk manager. As the industry has digitized, Jeff has focused his work on transforming risk information management to make better risk decisions.June 1
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The outlook contrasts with other industries worldwide, where volume has fallen to the lowest level since the beginning stages of the pandemic.
June 1
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Embracing uncertainty in strong and weak markets alike grounds the client, their portfolio and the practice.
June 1
Axió Capital Advisors at Stifel Independent Advisors -
Jay Beynon is a financial advisor with Axió Capital Advisors at Stifel Independent Advisors and is based in Hunt Valley, Maryland.
June 1
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Long-time CEO maintains he never met or even knew of notorious sex offender.
June 1
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Curt Farmer is the chairman, president and CEO of Comerica Inc. and Comerica Bank. Dallas-based Comerica has offices in 17 states and serves 14 of the 15 largest U.S. metropolitan areas as well as Canada and Mexico. Comerica reported total assets of $91.1 billion at March 31, 2023.
June 1
