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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A lawyer for an 80-year-old claimant whose retirement accounts were drained says he's trying to force firms to do more to prevent scams.
October 21
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The revamped digital campaign, "Quite Possibly the Perfect Job," features new versions of static ads that appear on social media.
October 21
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Laura Arce is senior vice president for economic initiatives at UnidosUS, a Latino civil rights and advocacy organization, and an inaugural member of the Federal Housing Finance Agency Advisory Committee on Affordable, Equitable and Sustainable Housing.
October 21
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Christina Hupy is Vice President of HazardHub at Guidewire. Guidewire's HazardHub provides data, risk scores, and risk models to the P&C insurance industry.
October 21
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The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner.
October 21
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Financial Planning's annual awards honor advisor employees at both large and regional firms.
October 21
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James Gorman will help lead the search for a new Disney CEO to be appointed in 2026.
October 21
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Sam Deleo is director of content marketing for Tucker Advisors, a Colorado-based national marketing organization and leading wholesale distributor of annuities and life insurance products to top independent agents nationwide.
October 21
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