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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From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.
August 28
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The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
August 28
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Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.
August 28
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The OZ tax benefit for capital gains will still apply in 2027, but the original rule has an advantage worth weighing.
August 28
Sera Capital Management -
New York, New York, August 26th, 2026, TechnologyWire
August 28
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From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.
August 27
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SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
August 27
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Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
August 27
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Jason Downs is a partner in Hogan Lovells Cadwalader's Disputes practice group in Washington, D.C., where he co-leads the firm's State Attorneys General practice. He has nearly two decades of legal experience, including seven years at the Public Defender Service for D.C. and a term as Chief Deputy Attorney General for D.C. He focuses on state AG investigations, white-collar matters, and ESG issues.
August 27
