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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Jim Martin launched Nordwand Capital with the help of Dynasty as part of a plan to offer new private venture funds to the firm's ultra-wealthy clients.
November 16
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The cryptocurrency lender BlockFi is preparing to file for bankruptcy within days, according to people with knowledge of the matter who asked not to be named because discussions are private.
November 16
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The fintech veteran wants to help financial planners use their favorite digital tools without compromises or concessions. Here's how he plans to do it.
November 16
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Janet Trautwein is CEO of the National Association of Health Underwriters.
November 16
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John Graziano, CPA, PFS, CFP, is president of
FFP Wealth Management , a financial planning and management firm. He also actively mentors more than 80 CPA firms across the country.November 16
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While the right tech can give financial advisors an edge, a study finds that the wrong systems may send clients and cash running in the other direction.
November 15
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A young engineer in Providence faces two choices for a lifetime of retirement saving. Advisors weigh in.
November 15
