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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Megadeals and private equity transactions usually draw the biggest headlines, but potential acquirers can take their pick from any number of possible sources of financing.
9h ago
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A bipartisan bill awaiting a Senate vote aims to reduce tax burdens for financial fraud victims by restoring an expanded personal casualty loss deduction.
9h ago
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Taxes can erode portfolio value in ways that add up over time. Explore five active investment strategies that can reduce capital gains tax impacts for clients.
September 16
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Deals can falter when firm owners misjudge what it costs to replace themselves.
September 16
Ledger Labs -
Merrill and Morgan Stanley executives' recent statements on recruiting seem to reveal starkly different approaches. But industry recruiters say they are just masking similarities.
September 16
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A new study based on a survey of more than 500 advisory practices by The Kitces Report sheds light on how the fastest-growing firms are spending their marketing dollars.
September 15
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Advisors on what to ask, who to call in and when it's finally safe to tell a client: you can afford it.
September 15
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Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.
September 15
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Kevin Stiroh is a former senior advisor at the Federal Reserve Board, where he co-chaired the Basel Committee on Banking Supervision's Task Force on Climate-Related Financial Risks. He is currently a senior fellow at Resources for the Future and an advisor at Ceres.
September 15
