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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Experts expect the rate cuts to continue, but for how long and how effective they will be in achieving a "soft landing" remain to be seen.
September 18
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Fintech startup Intelligent Alpha has launched a chatbot-powered ETF that claims to harness the investment brainpower of Warren Buffett, David Tepper, and more.
September 18
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Financial advisors from three non-giant firms shared how they can find their edge in a channel of wealth management that's increasingly fragmented toward the top.
September 18
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Heather Senison is an award-winning journalist covering finance, real estate and design. Her writing can also be found in publications like The New York Times, The New York Post, The Real Deal and Forbes. Visit
heathersenison.com to connect and learn more about her work.
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The complementary offerings of family office and wealth management firms have the potential to capture UHNW wallet share and drive up revenues in tandem.
September 18
Capgemini -
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In a highly competitive landscape for tech developers, financial advisor firms often fall short compared to mega tech players and startups. But there are ways to attract top tech talent, advisors and consultants say.
September 17
