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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As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully.
November 23
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Razzak Jallow is chief financial officer of
FloQast , a provider of accounting workflow automation software.November 23
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Donor-advised funds are under scrutiny for providing a tax break but not funneling money to charities.
November 23
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New As You Sow research tracking hundreds of publicly traded firms adds to the many studies finding a positive correlation between diversity and results.
November 23
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Rory Henry is a director at Arrowroot Family Office. Reach him at (310) 566-5865 orrory@arrowrootfamilyoffice.com .November 23
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The trend is mostly among lower-income earners, but wealthier Americans may start tapping retirement savings, too, experts say.
November 23
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Goldman Sachs Group will pay $4 million to settle U.S. regulators' claims that its asset management unit didn't properly weigh environmental, social and governance factors in some of its investment products.
November 23
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For more than 50 years, our solutions have helped millions of people buy the homes they love. We harness the power of our best-in-class property data to develop end-to-end digital mortgage solutions that allow originators to produce loans faster, with fewer steps, and at lower costs—all while improving the borrower's experience. And once originated, we provide mortgage servicers with the actionable insights they need to make timely, informed decisions about new portfolio threats and emerging opportunities.
November 23
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Shu Chen holds the position of senior professional, statistical analysis as part of the Office of the Chief Economist at CoreLogic. She works with senior economists to provide insights for multiple listing service data and the single-family rent index.
Prior to CoreLogic, Chen was a contributor to the consumer expenditure survey program for the Bureau of Labor Statistics and the credit risk and analytics team at Fannie Mae. She earned her master's degree in statistics from the University of Virginia.
November 23
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Fifteen of the biggest names in wealth management were ranked on how well their apps and websites accommodate clients.
November 22
