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.

-
Many firms are investing in new technologies, but employees say they feel behind on the training, according to a recent Arizent survey. Here's how firms like Morgan Stanley, Raymond James and Orion are integrating new tools for their staff.
June 24 -
Driven by his early encounters with remote work challenges, Boston-based CEO Sean Nolan co-founded
Blink . This all-in-one "super-app" empowers frontline workers with the digital tools, connections, and resources they need on their personal phones. Blink bridges the gap between management and millions of individuals across industries, from bus drivers to healthcare workers, fostering engagement, belonging, and a 26% reduction in staff turnover. With over 300 clients, including Stagecoach and Domino's, and used seven times daily by 300,000+ workers, Blink is revolutionizing the frontline experience, one tap at a time.June 24 -
The Atlanta-based independent broker-dealer thinks some advisors will always feel ill at ease at big firms that keep getting bigger. That's where it sees its opportunity.
June 24 -
Jeff Gramlich is the managing director, accounting, at
Validis , which extracts standardized accounting data direct from accounting packages.June 24 -
The Internal Revenue Service switched over from focusing its audits on taxpayers earning $10 million or more to those earning $400,000 or more after passage of the Inflation Reduction Act.
June 24 -
Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.
June 24 -
BWJP is the national legal resource for gender-based violence (GBV).BWJP leads specialized policy and practice initiatives to improve survivor safety, addressing complex family dynamics, protection orders, firearm risks and prevention strategies. One of its key initiatives is the
Gender-Based Violence Learning Community , a groundbreaking partnership between BWJP,Esperanza United ,Valor US ,API-GBV andThe Hotline . The Learning Community is a first-of-its-kind learning platform that seeks to end GBV through education, raising awareness and connecting people.Together, BWJP and the Learning Community strive to keep survivors safe and support thriving families and communities through education, policy, and systemic change.
June 24 -
The publication selected 20 women who have shown strong leadership and communication skills.
June 24 -
The Invest STL Rooted program provides longtime residents with grants and financial planning. Here's why its success could be crucial to building wealth in communities nationwide.
June 24 -
CEO Jamie Dimon has long contrasted Florida's business-friendly climate with his firm's native New York.
June 24












