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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Helena Plater-Zyberk is the co-Founder and CEO of Supportiv, the on-demand peer-to-peer mental, emotional, and social support service that serves large employers, hospital systems, and health plans including Medicare and Medicaid. The digital support service has already helped over 1.8 million unique users cope with, heal from, and problem-solve daily life struggles like loneliness, caregiving burdens, anxiety, depression, stress, and burnout. Helena is the former CEO of Simple Therapy, an AI-driven at-home physical therapy alternative, with previous leadership roles at Scholastic and Condé Nast.
June 10
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New CEO Ted Pick sees little need to change the "wealth management machine" his predecessor helped bring to "escape velocity."
June 10
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Exchange-traded funds bounced back in a big way last month. Here are the 20 that took in the most investor cash.
June 10
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A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.
June 10
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Tax deductions for meals come with a 50% limit in most cases. Here's a mini guide to noshing breaks for financial advisors, tax professionals and their clients.
June 10
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Without government intervention, it's estimated that Medicare funds will run out by 2036.
June 10
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Tatyana Marchuk is an associate professor in finance at BI Norwegian Business School and a research associate at the Centre for Economic Policy Research, or CEPR.
June 10
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Tetiana Davydiuk is an assistant professor of finance at the Carey School of Business at Johns Hopkins University.
June 10
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Dr. Samuel Rosen is an assistant professor of finance at the Fox School of Business at Temple University and a former staffer for the financial stability division at the Federal Reserve Board.
June 10
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A recent poll by the FINRA Investor Education Foundation found that consumers trusted a financial statement made by AI nearly as much as the same statement made by an advisor — in some situations.
June 7
