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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KC Mathews, executive vice president and chief market strategist at Commerce Trust breaks down the FOMC meeting.
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Alexandra Mousavizadeh is the co-founder and co-CEO of Evident, an AI benchmarking intelligence platform that specializes in ranking companies on their AI adoption progress. She has 20 years experience in building indexes for nations and companies on economic and technological issues. Prior to Evident, Mousavizadeh led Tortoise Media's intelligence business, where she developed the Global AI Index. Previously, she was director of The Prosperity Index for the Legatum Institute (now the Prosperity Institute). Mousavizadeh's earlier roles include CEO of ARC Rating, senior sovereign analyst for Moody's and head of country risk management at Morgan Stanley.
August 18
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At 42, an Idaho store clerk dreams of retiring by 55. His ultra-frugal freegan lifestyle could make it happen, but advisors have one major concern.
August 15
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The F/m Compoundr High Yield Bond ETF (CPHY) and the F/m Compoundr U.S. Aggregate Bond ETF (CPAG) began trading this week.
August 15
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A number of variables including illiquidity and opaque valuations may cause advisors to think twice before recommending this alternative asset to clients.
August 15
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Louis "Louie" Zitting is the Founder of MonitorBase and General Manager of Credit at MMI.
August 15
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The Trump administration tightened long-standing eligibility requirements for clean energy tax credits.
August 15
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Plus, UBS loses a pair of advisors from a prominent team to Morgan Stanley, while SageView and Corient make big acquisition deals.
August 15
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Experts say that letting agentic AI complete rote tasks will leave advisors more time to connect with the clients they serve.
August 14
