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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As a result of Comerica's acquisition by Fifth Third Bank, Ameriprise will lose a large contract for its financial institutions group.
March 3
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The world's third-largest asset manager reported a record year, with assets in its funds rising by more than $1 trillion.
March 3
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Sherjan Husainie is the Founder of
KIRO , the world's most advanced chiropractic brand. He studied Aerospace Engineering at the University of Toronto and Financial Engineering at UCLA Anderson. Before founding KIRO, Sherjan worked at Google and was a Vice President in Investment Banking at Morgan Stanley. His mission is to make modern, accessible chiropractic care available to 100 million members globally.March 2
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Paul Shoukry said Raymond James differentiates itself by not requiring advisors to push banking and other products and by not aggressively pursuing advisors who leave for industry rivals.
March 2
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New data from J.P. Morgan reveals how retirement expectations diverge from reality, and what that means for advisors helping clients navigate life after work.
March 2
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The Pinpoint Policy Institute's public campaign against the Institute for the Fiduciary Standard reflects a mysterious phase of the ongoing debate on private investments in 401(k) plans.
March 2
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The new Schedule 1-A and updated instructions enable taxpayers to claim the new tax breaks for tips, overtime, car loans and senior citizens for tax year 2025.
March 2
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Evan Falchuk is the founder and CEO of Family First, Inc., which provides tech-enabled expert caregiving advocacy as an insurance and employee benefit. Evan is formerly the President of Best Doctors, Inc., the pioneers of tech-enabled expert medical opinion as an insurance and employee benefit.
March 2
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Jeffery Williams is a managing director and insurance industry advisor at Microsoft, focused on AI‑driven transformation across insurance and employee benefits. He leads Microsoft's LTCI strategy, helping insurers and partners reimagine caregiving, risk management, and long‑term care through technology.
March 2
