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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JPMorgan wants a judge to overturn the FINRA arbitration award it was hit with after firing one of its brokers over expenses stemming from a Super Bowl-timed client meeting.
June 22
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From Janus Henderson to independent RIAs, the mid-2026 investing consensus is quietly contrarian: diversify, rebalance, ignore the hype.
June 22
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Nearly half of unadvised workers and 20% of retirees expect to hire an advisor, according to new research. Plus, many workers erroneously think they are saving.
June 22
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Many retirement savers will have no trouble choosing between an IRA or a trust. But experts say there are some important factors that add complication to the decision.
June 22
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Jaime Henry is Vice President of Product at Origami Risk, where she drives product strategy and evolution across the company's platform and the markets it serves. Since joining Origami in 2015, she has held several leadership roles, including Director of Market Strategy, Healthcare Market Strategy Lead and Service Delivery Manager.
With 20 years of experience spanning client support, product management and strategy, Jaime brings a client-focused perspective to product innovation and cross-functional collaboration. She is passionate about advancing solutions that meet evolving market needs while supporting Origami's culture of collaboration and commitment to client satisfaction.Jaime received a bachelor's degree in management information systems from Saint Mary's College in Notre Dame, Indiana.
June 22
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Nineteen states and three major cities now have them. Cheap and easy usually isn't best.
June 22
Bookkeeper360 -
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Wealth managers keen to stay relevant in the age of artificial intelligence may soon find that clients with a mere $1 million in liquid assets are no longer worth spending human hours on.
June 22
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Gary Carrai draws on his previous experiences as a financial advisor to recognize what sorts of technical advances are most likely to be useful to LPL advisors and clients — and how much change they can tolerate at once.
June 22
