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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Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.
April 1
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The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.
April 1
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Jeff Garzik is co-founder of Bloq and the CEO and lead engineer at Hemi Labs. One of the original creators of open-source bitcoin software, Jeff spent five years as a core bitcoin developer. He spent another decade shaping the Linux kernel, which currently runs on Android devices worldwide.
April 1
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Vardan Pogosian is a CPA and a former IRS agent who brings an insider's perspective to clients in advanced tax planning and IRS representation. As a tax auditor for the IRS for nearly ten years, he has served with both the Small Business/Self-Employed Division and the Large and International Business Division.
April 1
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Taveion D. McCutcheon is the founder of Adept: Accounting Principles & Solutions, LLC, a virtual accounting and AI-driven operations firm serving small and mid-sized businesses. A tax accountant and AI integration specialist, he focuses on modernizing financial workflows, improving compliance, and building scalable systems. McCutcheon is an authorized IRS e-file provider with experience in tax preparation, financial reporting, and audit support
April 1
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The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.
April 1
LPL Financial -
Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.
March 31
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A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.
March 31
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Recent studies have shown that clients and prospects want human authenticity, even as AI tools become more prevalent in firms' workflows.
March 31
