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 "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.
February 11
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Sean Snaith, Director of the Institute for Economic Forecasting at the University of Central Florida, will provide insight into the FOMC meeting.
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Mike Wang is a partner at Building Impact Partners, working with philanthropists and social entrepreneurs to make a lasting impact on the world's most pressing problems. He has worked in nonprofits and public policy roles for over 20 years, holding senior leadership positions at organizations including Teach For America, the Philadelphia School Partnership and the State of Louisiana. He also coaches senior leaders from all backgrounds to unleash their full potential.
February 11
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Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.
February 11
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John Palmer, a partner in Orrick's San Francisco office, focuses his practice on financing for cities, counties, community college districts and school districts.
February 11
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The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.
February 11
Raise Your EI -
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Pedro Suplicy is Director of the Financial Services AI Studio at Globant, where he leads strategic advisory and technology transformation initiatives for financial services and insurance organizations. He has held senior leadership roles at NTT DATA and Accenture and brings over two decades of experience driving strategy, performance improvement, and large-scale transformation. He is based in New York City.
February 10
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Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.
February 10
