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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From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.
December 16
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Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over in 2026.
December 16
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Richard Bernstein, MBA, is an author and former IRS national-level R&D engineer whose specialty at the IRS was the R&D tax credit for software development. He currently consults on the applicability of software and AI systems for the R&D tax credit and supplies audit defense services.
December 16
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With no guidance available, tax practitioners and their clients have to figure out how much risk they want to take.
December 16
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Charles Schwab CEO Rick Wurster, IRS CEO and Social Security Administration Commissioner Frank Bisignano and iCapital's Chief Investment Strategist Sonali Basak made the list — see who else did.
December 16
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Michael Rachesky is the regional vice president at Corporate Synergies, where he leads strategic initiatives focused on enhancing health plan performance and delivering innovative benefits solutions to employer groups across the mid-Atlantic region.
December 15
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An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.
December 15
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President Donald Trump is reportedly considering moving cannabis from a Schedule I to Schedule III substance. Experts say this could go a long way toward establishing the industry's legitimacy.
December 15
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The One Big Beautiful Bill Act makes the opportunity zone program permanent and also introduces some changes in the real estate investor tax breaks.
December 15
