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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Alfred Nobel was the inventor of dynamite and founder of the annual prizes.
August 22
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Ellen Rudolph is Cofounder and CEO of
WellTheory . Launched in 2022, WellTheory was born out of Ellen's autoimmune journey and the systemic shortcomings of traditional healthcare she encountered along the way.August 21
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However, financial advisors have been trying to ease client fears by taking a longer view.
August 21
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One of the most successful recruiting firms in recent years, LPL again finds happy hunting grounds at its rival giant in the independent brokerage channel.
August 21
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The industry's growth has set records in the number of firms, client assets and M&A deals. These firms stand out from their peers, though.
August 21
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Both presidential candidates have floated it, and there are benefits for both workers and employers — though not always how you'd expect.
August 21
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The Federal Trade Commission says it's weighing a likely appeal of the ruling.
August 21
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Floating rate deals could spell the end of a golden age for direct lending.
August 21
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Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.
August 21
Whittier Trust -
