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The bank now expects $350 billion in organic traditional long-term net inflows from 2020 through 2024, up from a $250 billion target given to shareholders two years ago.

Here's what you my have missed this week in wealth management.

There are not enough of us on the platform drowning out all the bad advice. Damage will ensue.

Nearing her first year anniversary at the firm, CEO Natalie Wolfsen said the company’s success wouldn’t be possible without the advisors who power it

Focus Financial Partners saw revenue climb more than 32% in 2021, powered by a flurry of deals and higher wealth management fees.

And Sanctuary Wealth will work with its Texas partners on M&A advisory for RIAs.

How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.

David Van Bruwaene is a purpose-driven serial entrepreneur, philosopher, and educator; a leader in consumer and business strategy for ethical technologies. He is the founder and CEO of FAIRLY, a governance, risk, and compliance solution built to help businesses accelerate responsible AI models to market. Through FAIRLY, Van Bruwaene is working to promote and protect human rights at a time of growing concern of AI model development. With academic roots in Cognitive Science and Philosophy at Cornell University, David has academic relationships at UC Berkeley, the University of Ottawa, the University of Waterloo, and the University of Guelph.

Stacy E. Dow is the national leader of financial consulting at RSM US LLP. She has over 25 years of experience providing audit, tax and financial advisory services. She has extensive experience with liquidity events and works closely with the management of middle market companies to assess internal controls and to assist with financial reporting needs. She supports both public and private companies in supporting their finance organizations to help solve technical challenges as well as identifying practical strategies for process improvements throughout the organization.

Henri de Combles de Nayves is a partner in McKinsey’s Paris office. He serves insurance and financial services clients on issues of strategy, operations and organizational design.