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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A new study by the nonprofit ETF Group highlighted how sustainable investors should look at the extractive agrifood sectors the same way they regard the oil, gas and coal industry.
April 20
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In letters to the FTC, financial planners contend that noncompetition and nonsolicitation provisions can leave them 'handcuffed' to bad firms.
April 20
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Plus, SmartAsset Acquires DeftSales, Snappy Kraken Announces Collaboration with Morningstar and Skience unveils strategic planning for firms.
April 20
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The giant custodian's parent company, BNY Mellon, is working on how best to help it work together with its other businesses, CEO Robin Vince said.
April 20
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As giant institutional asset managers like BlackRock manage over $60 billion assets in ESG-focused funds, much smaller firms are targeting retail investors looking to create a socially impactful portfolio in local communities.
April 19
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Kevin Jacques and Ben Malka are partners at
Cota Capital , a San Francisco-based technology investment firm.April 19
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The economic slowdown combined with mounting company stress could result in higher default rates, making the market segment a viable candidate for portfolio diversification.
April 19
iCapital
