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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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 is a summer intern for Financial Planning through the Dow Jones News Fund.
She is entering her fourth year at New York University, where she studies 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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