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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SmartAsset looked at nearly 11,000 financial advisory firms that are registered with the SEC and headquartered in the U.S.
September 2
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Federal regulators haven’t yet made substantial moves against the crypto savings accounts but have set their sights on the stablecoin market.
September 2
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What looked like a shot over Robinhood's bow might be aimed more at market makers, writes Aaron Brown.
September 2
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David Seibel is an engineering senior manager for the R&D Tax Credit practice at Indianapolis-based
McGuire Sponsel . He is an expert on tax law and engineering practices that help clients maximize research and development credits. Seibel performs fieldwork and detailed technical calculations for tax credit studies for companies across a wide variety of industries. His expertise in R&D tax credits extends beyond the technical portion of a study. He also focuses on building narratives that accurately reflect a company’s research and experimentation activity, and he represents clients in audit defense cases with the IRS as an Enrolled Agent. Seibel shares his expertise on R&D practices and legislation in webinars and workshops for industry groups and accounting firms. Seibel earned a degree in mechanical engineering from the University of Notre Dame.September 2
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Matt Buchanan is the co-founder and chief growth officer at Service Direct.
September 2
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Even as in-person events are becoming less likely, there are still ways to engage with your stakeholders.
September 2
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Some funds touting their environmental and socially responsible investments may be exaggerating.
September 1
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Grace Bronstein is the CEO of
TrustLife Insurance Management , an advisory firm that supports CPAs, trustees, financial advisors and estate planning attorneys in properly managing trust-owned life insurance. She is also the COO ofAllFinancial Group , an affiliate of TLIM, an asset management firm that provides non-recourse financing for life insurance policies. Previously, she was a litigation associate at Schulte Roth & Zabel. She is a graduate of Columbia University and Columbia Law School.September 1
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Parallels between the modern retail investing boom and the dot-com bubble day traders are impossible to miss, Jard Dillian writes.
September 1
