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 pandemic-related tax provision permits more people to deduct donations to qualifying charities on their 2021 federal income tax return.
December 14
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Dan Gertrudes is CEO and co-founder of
GrowthLab , a Finance-as-a-Service (FaaS) company that serves founders and management teams with financial planning, accounting, and CFO support. GrowthLab specializes in helping startups, emerging growth companies, and companies in turnaround mode by providing leadership and execution with their financial management, accounting, and strategic planning functions.December 14
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Thomas A. Cox is a founder of and the Volunteer Program Coordinator for the Maine Attorney Saving Homes program
December 14
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Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.
December 14
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The second year of the pandemic unleashed unprecedented exogenous challenges for financial companies heading into 2022. What core trends will shape the industry moving forward?
December 14
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Heather Turner supports SMA's advisory and consulting engagements through rich written content, quantitative and qualitative primary research, market and technology trend analysis, and the management of SMA IP materials. Prior to SMA, Heather was managing editor of the NU Property & Casualty Group at ALM, which includes the insurance industry publications PropertyCasualty360.com and NU P&C and Claims magazines. She started her career as a journalist reporting on the property & casualty insurance industry at Insurance Business America and its sister publications in Canada and the U.K.
Heather is a graduate of Florida State University, where she earned her bachelor's degree in Editing, Writing, and Media.
December 14
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The U.S. brokerage arm of the Swiss bank must pay damages under a FINRA arbitration case otherwise found to be ‘clearly erroneous.’
December 13
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The company’s technology is used by more than 150 banks, asset managers and life insurers to oversee more than $1.5 trillion in assets.
December 13
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The moves come amid uncertainty about Democrats' plans to raise taxes on the rich.
December 13
