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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Innovative leaders Dani Fava and Brooke Juniper give a rare look into their recent career pivots and lessons learned when climbing the C-suite ladder.
May 8
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The once-discraced firm has benefited from the recent strong rallly in cryptocurrencies.
May 8
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Steve Presser, President of BeniComp, is a leader in health technology and employer health insurance, with a background in Art and Economics from DePauw University and a Masters in 3D Animation from the Savannah School of Art and Design.
May 8
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Arbitration panels and courts have already shown openness to arguments that deferred compensation is protected under federal retirement law.
May 8
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As stocks stumbled last month, exchange-traded funds took in 63% less than in March. See which ETFs got through April with the most investor cash.
May 8
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Kristin Hull is the founder and chief investment officer of
Nia Impact Capital , a women-led impact asset management firm.She is a conscious investor empowering individuals, families and organizations to
invest in alignment with their values for the world they want to see. She serves on the leadership committee of How Women Lead, and she is on the board of directors for the Mosaic Project and American Rivers.May 8
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AdvicePay has appointed Kelsey Lewis as president, overseeing the growth strategy for one of the top payment processing platforms for advisors.
May 8
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The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.
May 8
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The SEC's guidance is a part of a much broader movement as the U.S. strives to catch up with Europe.
May 8
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