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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Dasarte Yarnway is the head of community at
Altruist. Upon starting his independent advisor journey in 2015, he quickly learned that underrepresented clients and advisors alike were overlooked and underserved. Due to the grave statistics associated with this reality, he sought out to change the landscape of the financial services industry one client and one advisor at a time. Yarnway is a California native and resides in Sacramento with his wife and daughter.
June 21
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The program faces big challenges, including the coronavirus pandemic which could deplete the program’s $3-trillion trust fund as early as 2028.
June 19
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The rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets.
June 19
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“The stocks that I hadn’t heard of three months ago all of a sudden are the most active — that’s not where investors go, that’s where traders might go or hobbyists might go,” says a private wealth advisor at UBS.
June 19
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All of the funds in the suite carry a 0.18% expense ratio.
June 19
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The fund from ETFMG Managers Group will track companies focused on testing and treatments of infectious diseases.
June 19
