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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Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.
March 9
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Jennifer Overhulse is the owner of St. Nick Media Services. She can be reached for further comment or information via email at
jen@stnickmedia.com .March 9
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The president is set to sign an executive order Wednesday directing federal financial regulators to address risks associated with digital assets and explore the establishment of a digital currency.
March 9
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A law firm’s analysis of what the self regulator is doing to rein in bad brokerages and advisors marshalls data not easily found.
March 8
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Interactive Brokers is launching a trading app geared to novice investors that’s poised to compete with rivals like Robinhood.
March 8
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Wealth held by women in Asia (not including Japan) will surge to more than $7 trillion by 2025.
March 8
