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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Breaking ties with your firm can be a smooth transition with no hitches in business, or a daily struggle that requires years in the courtroom. Here's how to navigate the path, no matter where it takes you.
November 17
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Another big name in private equity is betting on an independent wealth manager and buying out a minority investor that fueled the RIA consolidator’s expansion.
November 17
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Wealthfront is exploring a sale that could value the automated wealth manager at as much as $1.5 billion, according to people familiar with the matter.
November 16
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While overall interest has increased from a year ago, data shows that many DIY investors are taking a breather.
November 16
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Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.
November 16
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Nancy Burner is the founder and managing partner of
Burner Law Group, P.C. , a boutique law firm concentrating in the areas of elder law, estate planning, trusts and estates and real estate, serving clients from New York City to the East End of Long Island. She holds the designation of a Certified Elder Law Attorney (CELA), awarded by the National Elder Law Foundation as accredited by the American Bar Association. For 14 consecutive years, she has been named as a Super Lawyer in the field of elder law. In 2020, she was named as the Long Island Elder Law Attorney of the Year by Best Lawyers, a national publication.November 16
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The SEC head has already promised to take a closer look at crypto, online brokers and green investment funds. Now he is taking aim at the world of private capital.
November 16
- Persistent IRS logjams and errors muddle financial planning for millions on eve of new filing season
The agency has cleared out much of its mammoth backlog of unprocessed returns, but scores of individuals and small business owners remain in limbo.
November 16
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Tools such as a “recommendation engine” in the works at Envestnet | Yodlee could soon be giving financial advisors an edge with clients.
November 16
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Advisors scramble to help clients earn interest, but with rates set to rise in 2022, richer households could see their portfolios hit harder because of duration risk
November 16
