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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New provisions increase the ways workers can contribute toward their futures and employers can invest in their workforce's financial wellness.
March 16
ADP Retirement Services -
After the collapse of three banks, many Americans are wondering if their long-term nest eggs are safe. Here's what to tell them.
March 15
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The stalwart allocation has a logic to it, but its simplicity hides two significant problems.
March 15
GenTrust -
Nathan Kotler is head of trading for GenTrust, responsible for the management and oversight of the firm's multi-asset trading operations. He works closely with the CIO and asset class heads to implement bespoke investment management solutions for clients across all major asset classes, including exchange traded products, fixed income, futures and derivatives.
March 15
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Jim Besaw is principal and chief investment officer for GenTrust, responsible for oversight, selection and management of all investment-related activity across the firm's strategies and portfolios, as well as the development of all new investment strategies at GenTrust. He co-founded GenTrust in 2011.
March 15
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The bank's shares plunged precipitously, sparking fears of contagion.
March 15
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In the second year of the NCAA legalizing payments to student-athletes, a nascent patchwork of financial advisors, firms and university athletic programs aim to address a huge problem.
March 15
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Navigating challenges and what's ahead in banking regulation.
March 15
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James Gelfand is president of the ERISA Industry Committee (ERIC), a nonprofit, Washington, D.C.-based organization that represents the largest employers in the U.S.
March 15
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Headhunters are finding that many employees of the cratered bank's wealth management arms are waiting to see what happens to the parent firm before plotting their next moves.
March 15
