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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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
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The industry is increasingly turning to social media to win new business and engage with today's tech-savvy investors.
June 10
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Marina Cemaj Hochstein is a reporting associate for National Mortgage News.
June 10 -
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Sam Gottlieb, CFA, FRM, is a senior content developer at UWorld, a test preparation company. He has been in the financial industry for more than 20 years and has been providing financial sector training since 2009.
June 10
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The Treasury Secretary's come amid Fidelity's plan to offer digital assets in 401(k)s it manages.
June 10
