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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Young advisors have the fresh perspective needed to create inclusive firms that appeal to the evolving investor.
August 30
Seeds Investor -
Dana L. Wilson is the founder and CEO of CHIP (Changing How Individuals Prosper), a financial services marketplace connecting individuals and small businesses to financial professionals of color.
August 30
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The bank is focused on digital investing solutions as it widens its wealth management footprint.
August 30
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Zachary Conway is the founder and CEO of NYC-based Seeds Investor, a software platform for financial advisors to assess and understand investors' values and needs and automatically deliver personalized portfolios and reporting.
August 30
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If you've never gone through one, the idea of an audit can be scary. Here's how to keep your cool and guide your firm through the process.
August 30
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Those with a net worth of $166,000 or less before the pandemic are in the strongest relative financial position in a generation.
August 30
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Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.
August 30
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Meg Carpenter, founder and CEO of FiComm partners, discusses the difficulties RIAs have in marketing themselves, the ways in which these entrepreneurs can build on their strengths to reach clients, and how to harness technology to boost their own profiles.
August 30
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IFS Securities once had about 150 financial advisors and 20,000 clients. Now it's seeking millions it owes third-party firms three years after it shut down.
August 29
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Columbia Investment Management's Kim Lew and Josh Brown of Ritholtz Wealth Management will quiz finalists on how they constructed their portfolios.
August 29
