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 firm also sees additional recruiting opportunities at banks and other financial institutions after attracting Comerica Bank's wealth program last month.
April 26
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Josh Malancuk, CPA, CMI is president ofJM Tax Advocates , a service organization that advocates for property tax reductions and maximum level incentives for Midwest manufacturers. He brings 28 years of specialized knowledge and experience to his clients. JM Tax Advocates currently serves on the Iowa Association of Business and Industry's tax committee and provides input and collaborates on tax legislation. He can be contacted directly atjoshua@jmtaxadvocates.com or at (317) 674-8390 x100.April 26
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At EncorEstate Plans, Matt Pistone will lead the tech strategy for fintech that develops estate planning software for financial advisors.
April 26
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No one knows how firms should leverage the budding metaverse. If someone suggests otherwise, their confidence is likely virtual.
April 26
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With trillions of dollars just sitting in accounts and earning nothing for clients, the industry veteran said cash presents a significant business opportunity for advisors.
April 26
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Plus, iCapital launches structured investments via Envestnet, Betterment beefs up client onboarding and Onramp adds Coinbase Prime as trading partner.
April 26
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New portfolios from BlackRock, Fidelity, T. Rowe Price and Clark Capital underscore the Chicago-based firm's ambitions with independent advisors.
April 25
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The firm saw profits halved over the past year and had a net loss of 98 advisors in the Americas last quarter. But its wealth unit brought in $28 billion of net new money.
April 25
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Catchlight leaders say their tool can scale individualized engagement and overcome writer's block.
April 25
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FINRA and NORC survey results suggest the flood of new investors hasn't slowed since the pandemic, and many of them are coming for digital assets.
April 25
