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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President Donald Trump's multitrillion-dollar tax and spending package moved closer to reality after it passed the Senate.
July 1
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Paul Morville is the product architect at
Advisor360° and founder ofParrot AI , which was acquired by Advisor360° in early 2025.July 1
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The Senate narrowly approved President Trump's tax bill after Vice President JD Vance cast a tie-breaking vote following no votes from three Republican senators.
July 1
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Dan Garzella is the founder and CEO of the Darkhorse Insurance Brokers, a unique turnkey brokerage platform perfected and proven over nearly a decade of real-world application. With over two decades of experience, Dan has built multiple industry-leading brands by combining cutting-edge technology with a deep understanding of agent and consumer needs.
July 1
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Leah Warwick is the Senior Content Manager for the American Society of Administrative Professionals (ASAP), the leading provider of training, community, and resources for admin professionals worldwide. ASAP produces the Professional Administrative Certification of Excellence (PACE), online courses, and annual training events, such as the Administrative Professionals Conference (APC) and EA Ignite. Learn more at ASAPorg.com.
June 30
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A FINRA arbitration panel's decision marked a rare rebuke for a large wealth manager seeking to reclaim money it provided an advisor recruited from a rival.
June 30
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Dan Rubin is the founder and CEO of YELO Funding, a fintech company that offers income-contingent financing to U.S. college students of all backgrounds. Mr. Rubin has 25 years of principal investing, investment banking, restructuring and operational experience, including roles as co-founding partner of YAD Capital, a private credit investment firm, private equity real estate investor at Halpern Real Estate Ventures and JEN Partners, investment banker at Lehman Brothers and turnaround consultant at Deloitte. He holds an MBA from NYU Stern School of Business.
June 30
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Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.
June 30
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As college costs rise, parents are resorting to increasingly costly means to pay for their children's educations. Financial advisors say the loss in retirement savings is rarely recovered.
June 30
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Impact investment through municipal bonds is generally perceived as risky. But it doesn't have to be that way.
June 30
