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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A viral video accusing an LPL advisor of anti-Black hiring discrimination brought to the fore a problem Black finance professionals have long understood.
August 9
Adasina Social Capital -
The exchange will direct its listed companies to pursue board diversity, including at least one member who is female and at least one who is an underrepresented minority or LGBTQ.
August 9
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Most advisors don’t know about the tax benefit for qualified small business stock, which can put millions of dollars tax-free into an entrepreneur-client’s bank account.
August 9
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Rachel J. Robasciotti is a Black, queer woman and the Founder & CEO of
Adasina Social Capital . Adasina is an investment and financial activism firm that serves as a critical bridge between financial markets and social justice movements.August 9
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Across an industry that was already split on returning to work, policies are diverging more than ever.
August 9
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The move by PNC comes as banks work to win over clients who reaped windfalls thanks to a raging stock market rally fueled by government stimulus, as well as surging home prices.
August 9
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Rising equity values and incoming assets drove higher earnings despite the lower number of financial advisors at one of the largest wealth managers.
August 9
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This is not a world for small ideas, and the sooner many narrowly focused upstart financial technology companies come to grips with that reality, the better.
August 9
Altruist -
Jason Wenk is the founder and CEO of Altruist, a wealth management platform built for independent advisors. With more than 25 years of experience in financial services and technology, he has worked across the industry as a quantitative analyst, financial advisor and fintech founder.
August 9
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The San Francisco data aggregator has committed to minimizing how much data it extracts from bank accounts.
August 6
