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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Instead of hitting heirs with a hefty tax payment at the time of a benefactor’s death, one proposal would allow the beneficiaries to defer the bill.
May 20
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The spot as James Gorman’s top deputy had been vacant for two years since the exit of the firm’s colorful President Colm Kelleher.
May 20
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Despite long-term outperformance, many of the leading 20 have suffered short-term losses.
May 20
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After Brooklynn Chandler Willy recommended that the clients invest $100,000 into an LLC, its principals were arrested on federal fraud charges, the filing says.
May 20
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How digital capabilities are supporting small business operations amid disruption
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Yinglian Xie is CEO and co-founder of DataVisor, an AI-powered fraud and financial crime prevention platform. She was named one of American Banker's Most Influential Women in Payments for 2025.
May 19
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President Biden releases his annual budget on May 27, a move likely to detail his plans to increase the capital gains tax rate and eliminate a lucrative benefit for inherited estates.
May 19
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In a panel discussion, three financial advisors explained why the products are often misunderstood and how to assist clients in evaluating their policies.
May 19
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The investment manager is part of a $50 million fundraising round in the wealthtech startup
May 19
