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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With 15 years of experience in the health and well-being space, Bria champions employers' and health plans' desire to provide high-quality, cost-effective health and well-being programs for their people. Bria is all about helping others live healthier and happier lives and driving positive health outcomes and financial savings for clients.
September 11
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Erin Reddick, founder of ChatBlackGPT, said advisors can use AI to make their firms more inclusive and diversify and grow their client base.
September 11
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Within days of a colleague's retirement and having been introduced as their new advisor, Corbin Hoffner left for Raymond James.
September 11
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It's key for an advisor to have a firm grasp of clients' long-term goals, how much they are spending now and how much they plan to spend in the future.
September 11
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The U.S. Government Accountability Office conducted a nearly four-year study. Here are the key findings from its exhaustive report.
September 11
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Whoever wins, '2025 is going to be a very interesting tax legislative year.'
September 11
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The recommendation relies on the "circular economy."
September 11
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Underlying U.S. inflation unexpectedly picked up in August on higher prices for housing and travel, undercutting the chances of an outsize Federal Reserve interest-rate cut next week.
September 11
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Vice President Kamala Harris sought to outline proposals on housing and a child tax credit, while former President Donald Trump highlighted an aggressive tariff plan.
September 10
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Tech-savvy firms have found it useful for tasks including marketing, note-taking, summaries, transcriptions, follow-ups and modeling.
September 10
