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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The bill, which passed the House last week on a 471-1 vote, now heads to President Trump’s desk for his signature.
June 3
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An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.
June 3
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The data on Black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.
June 3
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The decade’s top performers also outpaced broader markets over the short term.
June 3
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Advisor Zaneilia Harris has come to a bleak conclusion.
June 3
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Evenings on the town are being replaced with conference calls, online concerts and care packages.
June 3
