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 Wisconsin wealth manager persuaded more than a dozen clients to put roughly $1.9 million into 'unrated, illiquid, high risk, and potentially speculative' investments. But he never made the investments.
January 26
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Many Americans are reducing their long-term savings in order to pay daily bills. Advisors say there's a way to do both at once.
January 26
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The firm is undervalued by the stock market when compared to "two high-quality peers" in Raymond James and Morgan Stanley, its CEO said.
January 26
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Érica Carnevalli is a spring reporting associate at Financial Planning. She is a graduate student in the business and economic reporting program at New York University. A native of Brazil, she has also worked at Brazilian publications and interned at CNBC Investigations in New York.
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Jonathan Timothy is a world traveler, word game enthusiast and family man with a passion for learning new things. He is currently a product marketing manager at
Canopy pursuing an MBA degree.January 26
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