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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Advisor Group surpassed LPL at the top of the list, but consolidation, complexity and change remained the key themes in a highly competitive channel in 2022.
December 19
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The Treasury Department announced a timeline for offering more information on some of the main tax provisions of the Inflation Reduction Act.
December 19
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The largest U.S. bank's new digital money coach, embedded in its Chase app, has a referral feature designed to capture more business for wealth managers and contribute to attracting talent.
December 19
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The top U.S. financial regulators are worried about the prospect of deeper ties between digital-asset firms and Wall Street.
December 19
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The business being sold to Madison Dearborn Partners provides trustee and administrative services to asset managers and retirement plans.
December 19
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Michael Burry, the investor who foresaw the housing market crash in 2008, is skeptical about today's proof-of-reserve audits.
December 19
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Scott Riordan leads Health & Welfare forSentinel Benefits & Financial Group . With offices in Massachusetts, New York and Michigan, the company serves more than 3,500 clients across the U.S.December 19
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Greg Puig is the head of Group Insurance forSentinel Benefits & Financial Group . With offices in Massachusetts, New York and Michigan, the company serves more than 3,500 clients across the U.S.December 19
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Advisors can help clients create significant amounts of tax-advantaged retirement wealth and deliver a tangible value-add in the process.
December 18
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Under the deal, Dynasty also swapped equity in itself for shares in some of its "network" RIAs.
December 16
