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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The lack of formal codification and an accurate count of customers leaves the profession struggling with fundamental questions about identifying the true practitioners and their base of clients.
September 30
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Google Head of Product Inclusion Annie Jean-Baptiste believes that when you create tools for those living on the margins, it also empowers those in the middle.
September 30
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Honorees receive more than $650K to donate to non-profit organizations.
September 30
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One of the worst storms in U.S. history has prompted independent advisors in Florida to activate their business continuity plans.
September 29
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Elisabeth A. Wilson is operational risk manager at Atlantic Union Bank.
September 29
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Munya Muvezwa is partner, Carolinas, at McKinsey & Co. and a leader in the Financial Services Practice, focusing on commercial banking and regional banking in North America.
September 29
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Tawanda Sibanda is partner, Bay Area, at McKinsey & Co. and a leader of Leap by McKinsey, the firm's business-building capability.
September 29
