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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Michael Boroff is a doctor of psychology and mental health program manager at Crossover Health.
January 7
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After the unprecedented success of shareholder votes last year, activists are renewing their pressure on giant fund firms over racial equity.
January 6
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The paper from University of Oregon researchers posits a tension between profit motives and ethical business practices.
January 6
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Upon assuming the role at the start of 2022, Elliott became the first Black person to ever lead the organization. But the veteran advisor says she’s just getting started.
January 6
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A joint drop in equities and bonds is hitting exchange-traded fund investors with the worst start of a year in a decade.
January 6
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A College for Financial Planning analysis suggests encouraging aspiring planners to pursue financial designations other than the CFP could lead to more women and people of color entering the industry.
January 5
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A lack of awareness that web services are available turns out to be the most commonly cited reason for calling or visiting an SSA office.
January 5
