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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Not long after announcing a new set of services for high net worth clients, Edward Jones rewards CEO Penny Pennington with a $29 million compensation package.
March 17
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Whitney Parker Mitchell is Arizent's Chief Marketing Officer, where she leads the marketing, product, and data teams in advancing the company's mission to deliver cutting-edge industry insights, elevate leaders, and build thriving communities.
With deep expertise in fintech, regtech, and cybersecurity, Whitney has driven innovation throughout her career in B2B marketing. As the Owner and Founder of Beacon, she transformed it from a solo venture into an award-winning B2B marketing agency with over 20 professionals, recognized on the Inc 5000 list for three consecutive years. Whitney's diverse career spans national security, tech startups, and global risk management, where she has guided over 200 firms on strategic marketing, branding, and lead generation.
She holds a Master's in International Relations focused on National Security from Syracuse University and a Bachelor's in Political Science from Boise State University.
March 17
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Rather than a book on his investing philosophy, the longtime advisor offers the lessons that have made him "less stupid" over the years.
March 17
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While actively managed ETFs may promise higher returns, passive ETFs are still an attractive option for investors.
March 17
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Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.
March 17
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Joe Kefauver is a senior advisor to Americans for a Modern Economy, an organization committed to ensuring that local, state and federal policies reflect changing technologies that are reshaping the way consumers, businesses and communities operate in the 21st-century economy.
March 17
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Robinhood Markets is unveiling a hub inside its popular app for retail traders to bet on the likelihood of certain event outcomes.
March 17
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With the Trump administration pledging to review recently passed federal rules, the Investment Adviser Association wants to submit new comments on an anti-money-laundering law for RIAs.
March 17
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