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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Elijah returned to Financial Planning in 2025 after working as a summer intern with FP in 2023. He earned an undergraduate degree from Berea College in Berea, Kentucky, and a master's degree in data journalism from Northeastern University in Boston. His work has been published in Bloomberg News, The Boston Globe, The Texas Tribune, WCVB, WBUR, The Drive and Autoblog.
June 7
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When changing homes, is it ever possible to sell high and buy low? Or is profit not the point?
June 6
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It may take time, trial and error but the turbo-AI tool is worth integrating into an advisory firm's marketing technology stack.
June 6
Meehan Marketing -
The case in unusual because of Coinbase's high profile in the U.S. and status as a publicly traded company.
June 6
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Venture capital-backed Purpose Rounds helped ethical leather goods firm Parker Clay raise money outside the traditional routes as the pilot firm on the platform.
June 6
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Nicholas Anthony is a policy analyst in the Cato Institute's
Center for Monetary and Financial Alternatives .June 6
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Tony Agresta is Executive Vice President and General Manager of North America at Nearmap.
June 6
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Ellevest CEO and co-founder Sallie Krawcheck joins Chana Schoenberger, editor-in-chief of American Banker, to discuss how the investing world is changing and how women in banking and finance can succeed.
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Industry groups question the wisdom of regulators seeking to have one rule on data breaches for broker-dealers and another one for advisors.
June 6
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Around 40% of CIOs for U.S. family offices are paid at least seven figures a year.
June 6
