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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Matt Scully is a reporter based in New York. He covers large banks and reports on complex financial topics, often related to the post-crisis recovery of consumer and mortgage credit. He tweets news often @scullymb.
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Sathiya Livingston is an insurance operations & digital transformation specialist with over 12 years of experience helping U.S. carriers optimize claims, underwriting, and policy servicing. He works with mid-market insurers to design process improvements that blend automation, analytics, and strategic partnerships for sustainable growth. Contact him at
sathiya.l@flatworldsolutions.com .September 19
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More Commonwealth advisors choose Osaic over LPL Financial, while LPL picks up a pair of Edward Jones advisors.
September 19
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Dr. Andrada Pacheco is EVP and Chief Data Scientist at VantageScore
September 19
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Respondents in this month's Financial Advisor Confidence Outlook cheered the prospect of a Fed rate cut, but they didn't feel good about much else.
September 19
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Amid legal scrutiny, Morgan Stanley is making changes to its deferred compensation policies while adding sweeteners for asset growth and deposit growth.
September 19
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Over the past 18 years, the independent brokerage channel of the industry has surged massively while also evolving significantly.
September 19
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The proposed regulations on the "no tax on tips" provision of the One Big Beautiful Bill Act outline which jobs and tips would be eligible.
September 19
