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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The change from “impact” to “ESG” to “sustainable,” brought in millions at a time in which investors are skeptical about a fund's do-good claims.
July 25
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The workhouse strategy isn’t dead — it’s merely taking a pause amid market volatility.
July 25
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The path to artificial intelligence implementation can be costly and arduous. Are financial leaders reaping the benefits?
July 25
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Enforcement Director Gurbir Grewal said the answer to the question of whether the rule has changed anything “remains to be seen.”
July 22
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Funding from the American Rescue Plan has saved multiemployer pensions, for now. But experts say much work remains to be done.
July 22
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Everyone hopes to retire in good health, but a new study shows just a small minority of people do so. It pays to plan ahead.
July 22
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Specialized tax services can be a great way to enhance revenue and cement your relationship as the client’s trusted advisor.
July 22
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The guidelines can help planners with charitably minded clients steer clear of compliance thickets and run-ins with the IRS.
July 22
Foundation Source -
Jeffrey D. Haskell, J.D., LL.M., is chief legal officer for
Foundation Source , which provides comprehensive support services for private foundations. The firm works in partnership with financial and legal advisors as well as directly with individuals and families.July 22
