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 administration's proposal for the capital-gains tax rate is in part a throwback to the Reagan years, an expert says.
May 5
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Christopher A. Steele is a partner at MendenFreiman LLP and a former shareholder in the Atlanta office of Chamberlain Hrdlicka’s Trusts and Estates Practice who counsels clients in a variety of tax, trust and estate matters, including planning for business owners.
May 5
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Jasmin Severino Hernandez serves as an associate in Chamberlain Hrdlicka’s Atlanta office Trusts & Estates Practice Group. She helps clients in creating efficient and effective estate plans and implementing beneficial tax planning strategies. Her work includes the design and preparation of key estate planning documents, estate and gift tax planning, charitable planning, and probate and estate administration. She may be reached at (404) 658-5481 or by email at
jasmin.hernandez@chamberlainlaw.com .May 5
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The LPL and Private Advisor Group financial advisor serves on the Connecticut Autism Advisory Council, and he’s an expert in disability planning.
May 5
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The deal will nearly double Congress Wealth Management’s client assets.
May 4
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Anyone can call themselves a wealth advisor these days. Here are credentials that count.
May 4
