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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One team is among the top producers in their region, and the other spent more than two years assessing potential employers.
June 8
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“The idea is economic fairness, economic justice, economic inclusion. Not just making donations,” says Ariel Investments co-CEO John Rogers.
June 8
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Amanda Raitz Hébert is the Northeast regional vice president at MORE Health.
June 8
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In the months since CEO Larry Fink’s push to focus the firm’s efforts on ESG, the investing landscape has changed more than anyone could have anticipated.
June 8
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