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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Jimmy Chen is the founder and CEO of Propel, a technology company that helps low-income Americans improve their financial health.
December 21
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Top strategists are warning that stocks face fresh declines in the first half as corporate earnings succumb to weaker economic growth and sky-high inflation, and central banks remain hawkish.
December 21
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With teams managing some $9 trillion in client assets expecting to retire over the next 10 years, the results of Cerulli's survey carry massive implications.
December 21
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Advisors provide tips on five things young people should do to get their finances in order for 2023.
December 21
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There are some signs of relief that may set up savers for higher future returns, particularly in the bond market.
December 21
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A report from the bank's asset management division shows that American women are financially ill-equipped for retirement and suggested how employers can help.
December 21
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Rohit Chopra, director of the Consumer Financial Protection Bureau, said the bank is "not making rapid progress" and hinted at the possibility of additional restrictions. But analysts saw positives for Wells in the $3.7 billion consent order.
December 20
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The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.
December 20
