In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.
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New research from the TIAA Institute finds financial literacy slipping further, with investors across generations struggling to with risk comprehension.
June 5
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A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.
June 5
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Median total compensation for certified financial planners climbed to $195,000 last year. But pay varied widely, depending on factors like experience and type of firm worked at.
June 5
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Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.
June 4
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He and planner Taylor Schulte led a group of speakers presenting a trove of "deliverables" and actionable takeaways from the Kitces Marketing Summit.
June 4
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Valuation experts say RIA purchasers are most attuned to organic sources of growth — assets from new and existing clients. But market gains also play a role.
June 4
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Ross Sinclair is founder and CEO at EIP. Ross has over four decades of experience in the insurance industry and founded EIP over 20 years ago. As one of the founders of EIP he has helped transition the core business from delivering managed services on device insurance to its position today as a market-leading software provider. Before EIP, Ross was on the insurance board of Carphone Warehouse.
June 4
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The One Big Beautiful Bill Act left depreciation recapture rules unchanged for income-producing properties, complicating the tax situation for real estate investors.
June 4
Sera Capital Management -
Simon Leung PharmD, RPh is VP, head of pharmacy at Conner Strong & Buckelew, one of America's largest and most respected insurance brokerage, employee benefits and risk management consulting firms. He oversees all facets of the firm's pharmacy business, driving cutting-edge pharmacy solutions to optimize pharmacy benefit strategy for employers and plan sponsors. Additionally, he actively works with PBMs, coalitions and other industry partners.
June 3
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Carl E. Sera is a chartered market technician (CMT) and the managing principal of Sera Capital Management, a fee-only registered investment advisor based in Annapolis, Maryland, specializing in tax-efficient real estate exit planning, 1031 exchanges, Delaware statutory trusts and 721 UPREIT structures. He has more than 19 years of experience in financial services.
June 3
