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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Dispatch and NetLaw target two different kinds of relocation friction. One for advisors switching firms, one for clients crossing state lines.
6h ago
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Roy Swan of the Ford Foundation said the simplest implication of his new book may be a nudge toward donor-advised funds. But he argues for a deeper examination of popular assumptions around figures like Adam Smith and Milton Friedman.
6h ago
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A 10-state coalition is asking a federal court to put a halt to the OCC's rules which pre-empt laws on banks paying interest on mortgage escrow deposits.
6h ago
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A survey from the investment marketplace iCapital suggests that concerns about private credit have not derailed advisors' growing desires to place more clients in alternative investments.
6h ago
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After nearly two decades of positive correlation, the relationship between equities prices and bond yields has turned negative, the analysis finds, revealing a tricky dynamic for monetary policy.
7h ago
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New York Fed data shows a record $211 billion in car-loan originations during the second quarter. But median credit scores are falling, and delinquencies are rising, as lower-income consumers struggle to meet their obligations.
7h ago
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The two banks are among the early bank adopters of a Swift standard that's designed to support near instant payments and serve as an alternative to stablecoins.
8h ago
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Kate Danella, head of consumer banking since 2022, will become Region Financial's chief administrative officer, as David Keenan plans to retire. John Jordan will take over leadership of consumer banking.
8h ago
