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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Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.
June 30
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As college costs rise, parents are resorting to increasingly costly means to pay for their children's educations. Financial advisors say the loss in retirement savings is rarely recovered.
June 30
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Impact investment through municipal bonds is generally perceived as risky. But it doesn't have to be that way.
June 30
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Dan Schuleman is the co-founder and CEO ofQumis , a lawyer-built, AI-powered insurtech transforming how insurance professionals read and interpret policies. Before founding Qumis, Dan was Associate General Counsel at Kin Insurance, where he helped scale the company and navigate complex regulatory environments. He previously practiced insurance coverage law at Am Law 200 firms, advising insurers and policyholders on high-stakes commercial claims. Dan holds a J.D. from the University of Illinois College of Law and a B.A. with honors from Northwestern University.June 27
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To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.
June 27
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Kelly Welch is an Executive Strategy & Compliance Advisor with Equity Resources, a Newark, Ohio-based mortgage lender, which is a member of the Community Home Lenders of America.
June 27
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Aaron Klein, former Nitrogen CEO, seeks to disrupt the market for AI note-takers.
June 27
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Osaic and UBS have both been on the losing end of some recruiting deals in recent months, while this week Cambridge, Rockefeller and RBC were on the winning end.
June 27
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Paul Mattox is a CPA and owner of the firm
W. Paul Mattox, CPA , based in Raleigh, North Carolina.June 27
