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 North Carolina bank’s wealth arm now operates in nine of the 10 largest U.S. markets.
June 13
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RIAs and asset managers explain how they’re navigating the challenges by examining the available data, shareholder votes and their own allocations.
June 13
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Rena Nigam is the Founder and CEO of Meytier, which she started with the mission to help improve diversity at scale through a technology-based approach. She is an entrepreneur focused on building and scaling firms that focus on the re-imagination of businesses through technology.
June 13
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Ganny Belloni is an editorial associate for Digital Insurance, working through summer 2022.
June 13
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Workers in the U.S. who are increasingly job-hopping these days risk making one of the biggest financial mistakes out there.
June 13
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The award from Invest in Others, a nonprofit whose board features prominent financial firms, honors practices with extensive volunteering and charitable giving.
June 13
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A chief investment officer recounts the rise of “Bogle’s Folly” and delivers an optimistic preview of what the next phase of index investing’s growth will look like.
June 10
Savant Wealth Management -
Phil Huber is the chief investment officer for Savant Wealth Management and the author of “The Allocator’s Edge: A modern guide to alternative investments and the future of diversification.”
As a wealth management practitioner and an investment industry thought leader, he helps investors design, implement and stick with evidence-based portfolios built to fulfill long-term financial goals and objectives.
June 10
