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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Royal Bank of Canada's planned acquisition of HSBC Holdings' Canadian unit would expand its lead in the country's heavily concentrated financial market, strengthening its dealings with companies and wealthy individuals, while potentially drawing scrutiny from regulators.
November 29
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Nathan Bossers is president of Boston National Title Agency LLC, an INCENTER company headquartered in Charlotte, N.C.
November 29
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The most important quality of the so-called 501(c)(4) organization boils down to one word: control.
November 29
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Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.
November 29
Napier Financial -
An association spanning 190,000 investment professionals worldwide has weighed into the thorny debate surrounding trading and technology.
November 28
