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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As familiar faces maintain top positions on the list, the annual analysis suggests that digital advice is falling short of what investors want due to lack of client understanding.
April 14
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Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.
April 14
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Frank Pape is Director of Strategies for Frontier Asset Management. He joined Frontier in 2022 after serving as Senior Director, Consulting Services at Russell Investments, where he advised on portfolio strategies and capital market research to financial advisors and wealth management firms. With more than 25 years of industry experience, Frank is an industry thought leader on asset allocation, capital market insights and tax-managed strategies.
April 14
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The Wall Street regulator's sweeping proposal would affect everything from brokerage fees to how stock prices are quoted.
April 14
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From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.
April 14
Realized -
The SEC is moving forward with regulations that broker advocates argue could make it nearly impossible to have online complaints purged.
April 13
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A young New Yorker has invested in both American and international index funds. How much should he put into each?
April 13
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The hybrid structure confers higher contribution limits, allowing savers nearing retirement to quickly build up balances.
April 13
Payden & Rygel -
The firm could be roasted on the coals of its own publicly shared goals for increased hiring and support for diverse advisors, as well as its internal data that allegedly tracks related metrics.
April 13
