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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Non-disclosure agreements and mandatory arbitration are part of what critics call a machine of silence that shields bad behavior from becoming public.
July 22 -
Juan Pablo Segura founded
Babyscripts in 2014 with the vision that internet enabled medical devices would transform the delivery of pregnancy care.July 22 -
The fast money has more than three times the impact on equity valuations than long-term investors like pension funds, according to a recent paper.
July 22 -
Using machine-learning algorithms, the firm's $106 billion systematic active equity group researches social media pages and online job postings to build portfolios.
July 22 -
Sampath Narayanan is the Chief Information Officer for Paladina Health, one of the largest providers of direct primary care with more than 122 clinics across 22 states. In this role, he provides strategic direction in leveraging technology and population health analytics to deliver the digital member experience, proactive care delivery, and medical cost management to empower Paladina’s vision of transforming primary care in America.
July 22 -
Today's near-3% rate is pretty extraordinary. If you don’t have a professional loan advisor in your network, now is the time to get one, writes our columnist.
July 21
Mercer Advisors -
CEO Sergio Ermitto said "buybacks have been demonized way too much."
July 21 -
A court ruling may also potentially help dozens of other advisors in their efforts to claim what they say is millions in deferred compensation they are due.
July 21 -
The chief executive outlined a future where offices need not be fully staffed.
July 21 -
Ian Jeffrey is CEO and Co-Founder of Breathe Life, a software-as-a-service technology company whose platform helps insurance carriers digitize their offerings and reach, engage, and service clients more effectively across distribution channels. He is also an entrepreneur with 20 years' experience in Silicon Valley and Montreal and has served as an Advisor and Angel Investor to many early-stage startups.
July 21









