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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New billionaires inherited more wealth last year than they created, a sign that the great wealth transfer is under way.
November 30
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The Top 100 Firm is teaming up with a financial planning and RIA firm in a new joint venture.
November 30
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By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood.
November 30
University of Louisville College of Business -
Indigenous people in America are experiencing a "renaissance" of wealth creation. Experts share what advisors seeking to work with them should keep in mind.
November 29
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Baby boomers may be wealthier, but millennials have benefited from a number of retirement reforms, new research shows — and they still have more time to save.
November 29
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A lawyer representing hedge fund manager George Jarkesy argues the dispute could be solved simply by letting defendants choose to take their cases to regular courts.
November 29
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Bio: Lana Mellis is manager of business development and client services for Transition Services. TSI's team of HR, operation and legal experts work closely with clients to design, implement and administer alternatives to traditional severance.
November 29
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From the fans to the naysayers, the CEO of Advisor Circle says his team can't wait to host them in California as they march toward their goal of 10,000 attendees.
November 29
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Watch an on-demand discussion with Elements CEO Reese Harper on the importance and difficulty of assessing a client's financial well-being.
November 29
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Carol Juel is executive vice president and chief technology and operating officer at Synchrony. She was named one of American Banker's Most Innovative People in Finance for 2026.
November 29
