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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Chris Borkenhagen is the chief digital officer and chief information security officer of AuthenticID.
November 20
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Goldman Sachs Asset Management utilized behavioral finance to address what makes retirement planning successful.
November 20
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Pondering her firm's future on walks during the pandemic, the founder of an independent RIA decided she needed a bigger partner.
November 17
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Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.
November 17
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Index funds are broad and unwieldy, but what they lack in speed they make up for in reliability. Here are the top 20 of 2013 to 2023.
November 17
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Arch CEO Ryan Eisenman said peace of mind, better data and smarter decision-making lie at the heart of his firm's mission statement.
November 17
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The regulations address new subsections of the law from the SECURE 2.0 Act.
November 17
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The Intelligent Advisor will offer wealth managers advice on how to get ahead in their careers.
November 17
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Kenneth A. Welsh stands accused of taking money out of his clients' brokerage accounts to buy gold and other precious metals and pay down credit card debt.
November 17
