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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Olivia Zhao is a business and global affairs student at Georgetown University and a research assistant at the Psaros Center for Financial Markets and Policy, McDonough School of Business.
February 27
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The largest independent digital investment advisor in the U.S. is buying the automated investing arm of the woman-focused company.
February 27
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Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other programs for middle and high schools.
February 27
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Burnout, financial strain and boredom are the leading drivers pushing senior workers to stay in the workforce longer.
February 27
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Wells Fargo joins Bank of America, Citi and Charles Schwab in stepping away from its DEI policies.
February 27
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Banks' latest annual reports, filed in the early weeks of the second Trump administration, provide a window into how the industry is adjusting to a new political climate.
February 27
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Crafting stable long-term financial plans for self-employed workers with unstable incomes poses unique challenges for clients and their advisors.
February 27
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The hiring comes roughly a month after Ida Liu resigned and the firm embarked on a regional restructuring.
February 26
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Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.
February 26
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Trevor Chapman is a seasoned communications professional with expertise in media relations, public relations, and crisis management. As the former Director of External Communications at Farmers Insurance (2014–2023), he led high-profile strategies to shape the company's public image, including serving as a spokesperson during key business decisions. Trevor is passionate about helping organizations tell authentic stories, enhance reputation, and achieve measurable results through innovative communication solutions. Trevor holds a Journalism degree from California State University, Northridge (CSUN). Since 2018, Trevor has served on the Public Relations Advisory Council for the Journalism Department at CSUN, contributing his expertise to guide curriculum and support student development. (
LinkedIn )February 26
