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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From home repairs to transportation, here's what seniors spend more on than they expect.
April 2
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Plaus had planned to leave the bank after March 31. But Merrill head Andy Sieg's sudden departure for Citigroup triggered an executive shuffle.
April 1
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As the big firms keep getting dramatically bigger, industry consultant Advisor Growth Strategies says smaller advisory practices should find scale or get a niche.
April 1
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The case shines light on the risks of betting against a company's stock when merger or privatization deals are afoot.
March 31
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Peapack-Gladstone Financial CEO Doug Kennedy is betting that giving his workforce the same hospitality training hotel employees receive will lead to better customer service and a healthier bottom line.
March 31
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How advisory firms confuse clients and cloud wealth management
March 31
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Personalization, customization, flexibility and adaptability are the goals, writes the technology director at J.P. Morgan Wealth Management.
March 30
J.P. Morgan Wealth Management -
Ranjit S. Samra is the Head of Technology at J.P. Morgan Wealth Management. He has 30 years of global experience developing software solutions across a broad spectrum of businesses. He joined JPMorgan Chase in 2018 as the Head of Controls, Legal & Regulatory Technology in Corporate Technology and took on his current role in 2020.
March 30
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In a sudden shift, Merrill's leader of the past six years is heading back to rival Citi, where he will be head of global wealth and drive its expansion.
March 30
