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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Employees can make nominations for Financial Planning's Best Workplaces in Money Management, a research-driven program recognizing firms' practices and cultures.
May 18
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The program recognizes registered investment advisory practices that provide positive workplace environments and excellent benefits, according to their employees.
May 18
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Zoe Sagalow covers tax and retirement issues for Financial Planning, bringing a decade of experience in financial policy and regulatory reporting to coverage that keeps advisors current on the rules shaping client strategy.
Before joining Financial Planning, Zoe's policy reporting spanned banking at S&P Global Market Intelligence, insurance at CQ Roll Call, and tax at Tax Notes Today. In 2025, she and her team at S&P Global won a Regional Bronze Award from the American Society of Business Publication Editors for Online Industry News Coverage.
As a Capital News Service reporter, Zoe was part of a team investigating nursing home discharge practices in Maryland; their series, "Discharging Trouble," was an IRE Award finalist and won two first-place MDDC Press Association awards. The investigation prompted a lawsuit from the Maryland Attorney General against the nursing home operator that ultimately led to a $2.2 million settlement and barred the company from operating nursing facilities in the state.
Zoe holds a Bachelor of Science in business and a Bachelor of Arts in journalism from the University of Maryland, College Park.
Based in the Washington, D.C., area, she spends her off hours backyard birdwatching and teaching herself piano.
Connect with Zoe on
LinkedIn or reach her atzoe.sagalow@financial-planning.com .May 18
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The SEC is now focused on "quality of cases versus quantity," the SEC chairman said during a discussion held as part of the 2026 FINRA Annual Conference.
May 15
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Oppenheimer said it had calculated its potential liability in its cash sweeps lawsuit at more than $440 million. Rather than face a jury, it's settling the class action lawsuit.
May 15
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Liza Primzharova, MSA, is a finance and accounting researcher based in Seattle, WA. She is an MBA candidate at Trine University and holds a Master of Science in Accounting from the University of Washington. Her peer-reviewed research on AI in accounting automation was published in Putevoditel Predprinimatelya (2026). She can be reached at lizaprimzhar@gmail.com.
May 15
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