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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Derek Horstmeyer is a professor of finance at George Mason University's Costello College of Business. He is the co-founder and director of the Student Managed Investment Fund, and the founder and director of The Future of Finance Lab.
February 9
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James Woodfall, founder of
Raise Your EI , is a former financial planner who now advises financial services and firms on how they can leverage emotional intelligence (EI) to improve individual and organizational performance. He is the co-author, with Cliff Lansley, of "The Heart of Finance ," which teaches finance professionals to develop the emotional intelligence needed to build effective and profitable client relationships.February 9
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
February 6
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Virtually every major firm on Wall Street has joined the push into private markets, with many trying to get in early on the biggest "next big thing" to hit financial services since the exchange-traded fund.
February 6
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The tax-filing season for individuals just opened recently, but businesses already got a head start on various tax incentives in the One Big Beautiful Bill Act.
February 6
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Traci Parks has been a copy editor at American Banker since 2023. She's worked at Scholastic National Partnerships and many fashion magazines, including V Magazine where she was also a contributing writer. As a playwright, her work has been produced in New York, Seattle and Los Angeles.
February 6
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The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.
February 6
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Joshua Bonney is a senior associate in Orrick's Washington, D.C., office.
February 6
