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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Ryan Frazier is the co-founder and Chief Executive Officer of Arrived, a financial technology platform that empowers investors with the opportunity to build wealth through modern real estate investing.
March 6
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The pilot program for the new Trump accounts will deposit $1,000 into the accounts of children born between 2025 and 2028.
March 6
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In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.
March 6
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Mario Payne — an independent advisor who had used Charles Schwab and TD Ameritrade for custodial services — lands both firms in hot water over his recommendations of risky investment products.
March 6
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Amy Drinkard of Steadmont Advisors advises clients through divorce and deaths, guiding them through some of the hardest parts of their lives — the latest in our Know Your Niche series.
March 6
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Megan Ryan is a payments professional specializing in digital innovations and emerging technologies. For five years, until 2026, she worked for the Federal Reserve Bank of Chicago as a payments policy specialist. At the Federal Reserve she focused on examining how technological advancements are reshaping the way individuals and businesses move money, with attention to the policy implications of these innovations. Her publications have covered the evolution of cryptocurrency and stablecoins, the impact of quantum computing on payments, offline digital payment capabilities, digital identity feasibility, and financial inclusion. She is passionate about understanding the gap between technological possibility and practical implementation, ensuring that payment innovation serves the broader goals of efficiency, security, and accessibility of the financial system. She has a Masters in public policy from Northwestern University and a Bachelors in Marine and Conservation Biology from Seattle University.
March 5
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Lawyers note that Ameriprise, despite its win, got relatively little of what it wanted and question whether the fight was worthwhile.
March 5
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Travis Hoffman is a vice president and account executive in B. F. Saul Insurance's commercial lines practice. With over 18 years of experience designing insurance programs for complex commercial needs, he specializes in real estate, contractor risk, and multifaceted coverage analysis.
March 5
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Jennifer Neal is a vice president and account executive in B. F. Saul Insurance's commercial lines practice. With over two decades of experience in the industry, Jennifer oversees and manages the commercial book of business and assists with agency policies and procedures.
March 5
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What began as Transition to RIA founder Brad Wales' informal collection of large firms' division names and account types could turn into a collaborative industry glossary.
March 5
