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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Rob LaHayne is the CEO and co-founder of Leap Health, a new platform providing infusion therapy with at-home, transparent pricing, and major cost savings for employers and patients.
January 16
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Thursday's Shaping Wealth Advisor Board webinar explored how advisors can sharpen the focus of their messaging and content to resonate with clients and prospects.
January 16
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Plus, Wells Fargo and Raymond James pull more teams from Commonwealth/LPL, and Elevation Point takes a stake in a UBS breakaway.
January 16
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The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he hopes will be integrated into advisor technology stacks.
January 16
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Rhode Island Governor Dan McKee proposed a higher tax on millionaires to help fill a hole in the state's budget.
January 16
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Laurel is the CEO of Candidly. Taylor's vision is to accelerate a debt-free future for all by digitizing the experience of debt management and to embed benefits that address student debt as a new normal within the workplace. Before founding Candidly, Laurel held leadership positions at Google. Laurel has successfully paid off $200,000 of her own student loan debt, and co-authored The Accidental Consequences of Student Debt, an
academic research whitepaper examining how healthcare workers are disproportionately affected by student debt, for the Journal of the American College of Radiology (JACR).January 15
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Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors and their clients bite?
January 15
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Beth More is the chief marketing officer atGrassi , where she leads the firm's marketing, branding, and communications strategy to support growth and strengthen its position as a leading advisory, tax and accounting firm. With more than 20 years of experience in professional services marketing, she aligns marketing with firm leadership, builds high-performing teams, and drives data-informed growth. She serves on the board of directors for the Association for Accounting Marketing and is a frequent speaker on marketing and growth strategy.January 15
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Thomas F. Siems is the chief economist at the Conference of State Bank Supervisors.
January 15
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Goldman Sachs shattered expectations with a record $4.31 billion in fourth-quarter equities trading revenue, topping its own Wall Street high set just months earlier.
January 15
