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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Black professionals say there’s a connection between closing the racial gap and fighting white supremacy that became even more clear after the horrific attack.
June 8
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The Alabama bank hopes that its new InvestPath platform, which combines automation and personal interaction, will attract first-time investors.
June 8
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Paige Hagy is a reporter at Accounting Today based in Brooklyn, New York. She was previously a breaking news reporter at Fortune Magazine. Prior, she worked at Business Insider covering financial technology. She graduated from The King's College, a classical liberal arts school in New York City, with a B.A. in journalism, a concentration in politics, and a minor in business.
June 8
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People of color are more likely than white Americans to lack access to a pension, IRA or 401(k) at their jobs. Public plans may offer a limited solution.
June 8
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The veteran wealthtech solutions provider talks trends, opportunity and conflict brewing in the DI space.
June 8
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Sustainability benchmarks are taking over companies and funds that hold their stock. It's how an Hermès Birkin bag can get tagged as good for democracy.
June 8
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The market makers are developing a crypto offering with help from Fidelity and Schwab that would increase access to digital assets.
June 8
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Participants in the internship program now have access to software and certifications at no additional cost.
June 7
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Investors are also increasingly skeptical of the claims by some sustainable investment funds.
June 7
