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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A softening stance from the Trump administration could lead to a rise in the availability of cryptocurrency investments in 401(k)s. While some plan sponsors are considering crypto, they emphasize that investor demand will play a significant role in their decisions.
June 9
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With concerns about compliance and client connections, some financial advisors find that double-checking AI can negate the time savings they're hoping for.
June 9
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Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.
June 9
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Tahan Menon is a senior behavioral designer at ideas42, a nonprofit that applies behavioral science to improve lives and drive social change.
June 9
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Amanda Chen was a 2025 summer intern for Financial Planning through the Dow Jones News Fund.
She was entering her fourth year at New York University, studying journalism and international relations. She has interned at WNYC/Gothamist and served as a deputy news editor at NYU's student newspaper, where she led the coverage of attacks on higher education.
June 9
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