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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CFP Board teams up with Foundation for Financial Planning to further their goal of increasing the number of planners who offer advice for free.
November 30
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McKinsey & Company is a global consulting firm that helps clients achieve enduring change in their capabilities and performance.
Arielle Pensler is an associate partner in McKinsey's New York office.November 30
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McKinsey & Company is a global consulting firm that helps clients achieve enduring change in their capabilities and performance. Mathew Lee is a partner in McKinsey's Miami office.
November 30
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UBS Group Chairman Colm Kelleher said the bank will focus on the very richest US clients, backtracking from a plan to serve a broader segment of affluent customers after it abandoned a deal to buy the robo advisor Wealthfront.
November 30
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The FTX collapse and other fallout may have advisors on edge, but that makes education more important than ever. FP's Cryptocurrency for Advisors conference can help.
November 29
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Selecting the right model can put them on track to achieve their philanthropic goals and objectives.
November 29
Morgan Stanley -
The megabank's traditional brokerage unit has already paid a FINRA arbitration award and five settlements totaling $47.4 million.
November 29
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Melanie Schnoll Begun is managing director, Head of Family Office Resources Field Engagement and president of Morgan Stanley GIFT, the firm's Global Community Foundation. Family Office Resources (FOR) provides specialized services to financial advisors and ultrahigh net worth clients across a broad range of family wealth management issues.
November 29
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One of Magnifi by TIFIN's leaders explains why understanding human intent and having an altruistic mission are the ingredients for an award-winning AI recipe.
November 29
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Revelations about the failed cryptocurrency exchange FTX's inroads into the banking system raise important questions about how limited the crypto crash really is.
November 29
American Banker
