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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Citi's net new invested assets grew $15.7 billion or 9% in the second quarter, as the company works on an ongoing plan to grow its wealth business.
July 14
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The well above-average advisor graduation numbers, paired with Merrill's recruiting efforts, suggest the wirehouse is serious about adding lots of talent.
July 14
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Financial Planning's Compensation Survey measured the total pay of hundreds of financial advisors and, perhaps more importantly, the lessons they would share to aspiring planners about forging a successful career.
July 14
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Kyle Jeziorski is managing director at Founder Shield. Kyle is the market-facing and client leader at Founder Shield. Before Founder Shield, Kyle worked at Marsh on the FINPRO team, focusing on management liability in the large private and public space. A graduate of Saint Joseph's University's Risk Management and Insurance Program, Kyle has focused his entire career helping clients navigate through an ever-changing risk environment.July 14
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Jeremy Yohe is vice president of communications for the American Land Title Association. He can be reached at
jyohe@alta.org .July 14
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Views differ on whether prediction market payouts, structured as investments, should be taxed as gambling winnings or proceeds from financial instruments.
July 14
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Bola Akinsanya is the founder of
Unlevered , a residential cost segregation and asset-depreciation platform for CPAs and real estate investors. She was previously Global Director of revenue and vetting systems at Airbnb.July 14
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Taxpayers and tax pros have already dealt with many changes from the One Big Beautiful Bill Act on 2025 returns, but many provisions will be effective for the first time in 2026.
July 14
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Diwas KC is a professor at Emory University's Goizueta Business School, where his research focuses on healthcare delivery and pricing. He has been analyzing CMS-mandated hospital pricing data to build procedure-level benchmarks for the Georgia commercial market. Data source for article: CMS-mandated hospital machine-readable files (2026), Georgia hospitals, commercial payer rates. Facility fees only — excludes physician and anesthesia fees.
July 13
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America's fertility rate is at an all-time low, and the cost of treatment is climbing. Financial advisors discussed how to plan, both financially and emotionally, for the cost of becoming parents.
July 13
