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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Some analysts see inflation around the corner. Here's how to keep clients calm.
June 12 -
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A Morningstar study found that clients who get AI-generated emails think their advisors should take a pay cut.
June 12 -
U.S. regulators have asked Wall Street firms racing to launch solana exchange-traded funds to revise their paperwork.
June 12 -
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The sale of federal land would provide billions of dollars to help pay for the massive package of tax cuts in the Senate's version of the bill.
June 12 -
With the industry awaiting the regulator's looming actions, the index fund giant is seeking to apply its dual share class structure to actively managed strategies.
June 12 -
Brian Feeley is Senior Vice President of Marketing for Corporate Synergies and provides messaging on the firm's ability to deliver unique services focused on group employee benefits and P&C insurance. He leads a skilled in-house marketing and communications team focused on client education and industry thought leadership.
June 11 -
Amid a broad deregulatory push, industry watchdogs are seeking to lower barriers that now limit many alternative investment products to so-called accredited investors.
June 11 -
The impact of President Trump's push against diversity, equity and inclusion programs at the SEC remains murky, according to a watchdog report.
June 11