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 co-founder of Edelman Financial Services will now dedicate his energy to his recently launched RIA Digital Assets Council.
June 8
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Some lawmakers have slammed legislatures for kicking their own residents while they’re down.
June 8
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Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.
June 8
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A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.
June 8
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Some world’s wealthiest individuals paid little to no federal income taxes, IRS records show.
June 8
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Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.
June 8
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It’s unclear whether the independent firm will retain any broker-dealer or RIA affiliation with Raymond James.
June 7
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