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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Anthropic's advisor-support system draws on financial analytics and technology from BlackRock, Vanguard, Charles Schwab, iCapital and others.
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Advisors are still slow to plan for handing down their businesses, in part because of difficulties finding new owners they can trust.
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Gary Jain is the founder and CEO of
Ledger Labs . He has more than 12 years experience providing outsourced accounting, tax compliance and fractional CFO advisory services for businesses in the United States and Canada.September 14
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Mahé, Seychelles, September 14th, 2026, FinanceWire
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These10 advisors are redefining what it means to serve clients and communities.
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Financial Planning Rising Star Marigny deMauriac of deMauriac draws on a counseling background to help women navigate divorce, loss and financial change.
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Asked by his own mentor to give back as soon as he could, the Edward Jones advisor has made it a serious mission in his early career.
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Financial Planning Rising Star Chukwudi Uraih of Lampados Financial Group helps first-generation professionals and immigrants navigate growing wealth.
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Financial Planning Rising Star Cristina Wiebelt-Smith of Gertsema Wealth Advisors left tax season behind for a career centered on planning and service.
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Financial Planning Rising Star Uziel Gomez of Primeros Financial built his practice around first-generation wealth builders often overlooked by traditional firms.
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