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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With a new high in firms and financial advisors in the channel, an increasing array of competitors are pitching themselves as the edge.
May 11
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The market doesn’t always play fair. Find out why Spuds Powell is always ready when the going gets tough.
May 11
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As ETFs take a larger bite of the market, VanEck discusses how sustainable investing will contribute to the muni space.
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Jake Spiegel is a health and wealth research associate at the Employee Benefit Research Institute.
May 11
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Adam Kovacevich is the founder and CEO of the center-left tech industry coalition Chamber of Progress. Adam has worked at the intersection of tech and politics for 20 years, leading public policy at Google and Lime and serving as a Democratic Hill aide.
May 11
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The fintech event producer is riding high after a successful return, but the pressure is on to exceed expectations next year.
May 10
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A crucial loss of support for a bill co-sponsored by 200 House Democrats reflects the worsening political calculus for fixing the program’s solvency.
May 10
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An Edward Jones study found that financial advisors can play a huge role in the well-being of retirees by helping to start the planning process early.
May 10
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The head of Wall Street’s top derivatives regulator said that financial market regulators are considering steps to rein in the crypto market if Congress doesn’t pass legislation.
May 10
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